Retirement plan

WESTCOAST ACCESS TO CHILDREN'S HEALTH, INC. RETIREMENT SAVINGS PLAN

Name: WESTCOAST ACCESS TO CHILDREN'S HEALTH, INC. - WESTCOAST ACCESS TO CHILDREN'S HEALTH, INC. RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: WESTCOAST ACCESS TO CHILDREN'S HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTCOAST ACCESS TO CHILDREN'S HEALTH, INC. RETIREMENT SAVINGS PLAN, WESTCOAST ACCESS TO CHILDREN'S HEALTH, INC.

WESTCOAST ACCESS TO CHILDREN'S HEALTH, INC.EIN 65-0360704Plan #001PY 2020

1500 INDEPENDENCE BLVD., SUITE 210 - SARASOTA, FL 34234941-371-4799

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1M

+3.3% from 2019

Total participants

-4.8% from 2019

Average account balance

$54,689

+8.7% from 2019

Annual return

2.11%

-1.33 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$797K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$57K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.61%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$413

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$2397 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.154%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,689

$209,422-73.9%

$178,503-69.4%

$158,982-65.6%

Participation rate

80.0%

86.4%-6.4pp

81.9%-1.9pp

82.0%-2.0pp

Annual return

2.11%

188.81%-186.7pp

151.12%-149.0pp

302.99%-300.9pp

Employer contribution / active EE

$5,707-100.0%

$5,011-100.0%

$4,763-100.0%

Participant deferral / active EE

$4,518

$5,955-24.1%

$5,202-13.2%

$5,983-24.5%

Admin fee / account holder

$631

$17,079-96.3%

$13,987-95.5%

$11,252-94.4%

WESTCOAST ACCESS TO CHILDREN'S HEALTH, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTCOAST ACCESS TO CHILDREN'S HEALTH, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion