Retirement plan

CENTRAL WYOMING HOSPICE 401(K) PLAN

Name: CENTRAL WYOMING HOSPICE PROGRAM DBA CENTRAL WYOMING HOSPICE & TRANSITI - CENTRAL WYOMING HOSPICE 401(K) PLAN (2021) Form 5500
Creator: CENTRAL WYOMING HOSPICE PROGRAM DBA CENTRAL WYOMING HOSPICE & TRANSITI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL WYOMING HOSPICE 401(K) PLAN, CENTRAL WYOMING HOSPICE PROGRAM DBA CENTRAL WYOMING HOSPICE & TRANSITI

CENTRAL WYOMING HOSPICE PROGRAM DBA CENTRAL WYOMING HOSPICE & TRANSITIEIN 83-0249753Plan #001PY 2021

319 S. WILSON STREET - CASPER, WY 82601307-577-4832

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+36.3% from 2020

Total participants

+14.3% from 2020

Average account balance

$25,762

+33.4% from 2020

Annual return

14.29%

-11.18 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.04M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$279K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3788

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 codes2E2F2J2T3D

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).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$136 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.451%

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

$25,762

$95,415-73.0%

$185,851-86.1%

$85,851-70.0%

Participation rate

77.5%

68.8%+8.7pp

81.7%-4.2pp

69.3%+8.2pp

Annual return

14.29%

23.59%-9.3pp

122.11%-107.8pp

318.63%-304.3pp

Employer contribution / active EE

$1,742

$3,314-47.4%

$5,168-66.3%

$2,565-32.1%

Participant deferral / active EE

$3,280

$3,424-4.2%

$5,569-41.1%

$3,952-17.0%

Admin fee / account holder

$116

$7,215-98.4%

$16,245-99.3%

$6,261-98.1%

CENTRAL WYOMING HOSPICE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL WYOMING HOSPICE 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