Retirement plan

PIERCE COUNTY ACH 401(K) PLAN

Name: PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTH - PIERCE COUNTY ACH 401(K) PLAN (2019) Form 5500
Creator: PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIERCE COUNTY ACH 401(K) PLAN, PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTH

PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTHEIN 81-5020706Plan #001PY 2019

2201 S. 19TH STREET, #101 - TACOMA, WA 98405253-302-5508

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$297K

+91.0% from 2018

Total participants

+40.0% from 2018

Average account balance

$10,994

+41.5% from 2018

Annual return

25.96%

+25.96 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$830K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

182.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7765

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$66K

$4134 / participant

Other / not subdivided$66K100.0%

% of EOY assets

22.283%

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

$10,994

$103,008-89.3%

$90,304-87.8%

$152,897-92.8%

Participation rate

93.8%

75.9%+17.9pp

73.3%+20.5pp

82.5%+11.3pp

Annual return

25.96%

95.22%-69.3pp

78.13%-52.2pp

345.43%-319.5pp

Employer contribution / active EE

$6,348

$3,139+102.2%

$2,855+122.4%

$4,764+33.3%

Participant deferral / active EE

$4,078

$4,281-4.7%

$3,885+5.0%

$5,851-30.3%

Admin fee / account holder

$2,450

$6,175-60.3%

$5,354-54.2%

$11,599-78.9%

PIERCE COUNTY ACH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIERCE COUNTY ACH 401(K) 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