Retirement plan

PIERCE COUNTY ACH 401(K) PLAN

Name: PIERCE COUNTY ACCOUNTABLE COMMUNITY OF HEALTH - PIERCE COUNTY ACH 401(K) PLAN (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$412K

+38.6% from 2019

Total participants

+39.3% from 2019

Average account balance

$11,431

+4.0% from 2019

Annual return

15.55%

-10.41 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

$109K

$4747 / participant

Other / not subdivided$109K100.0%

% of EOY assets

26.531%

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

$11,431

$100,911-88.7%

$90,440-87.4%

$158,966-92.8%

Participation rate

87.0%

75.0%+11.9pp

72.7%+14.3pp

82.0%+5.0pp

Annual return

15.55%

1726.62%-1711.1pp

1294.38%-1278.8pp

302.95%-287.4pp

Employer contribution / active EE

$4,617

$3,690+25.1%

$3,263+41.5%

$4,762-3.0%

Participant deferral / active EE

$2,978

$4,348-31.5%

$3,964-24.9%

$5,983-50.2%

Admin fee / account holder

$3,033

$6,507-53.4%

$5,615-46.0%

$11,250-73.0%

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