Retirement plan

CENTRAL WYOMING HOSPICE 401(K) PLAN

Name: CENTRAL WYOMING HOSPICE PROGRAM DBA CENTRAL WYOMING HOSPICE & TRANSITI - CENTRAL WYOMING HOSPICE 401(K) PLAN (2023) 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 2023

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+34.8% from 2022

Total participants

+11.7% from 2022

Average account balance

$25,812

+11.9% from 2022

Annual return

17.52%

+32.46 pp from 2022

Benchmarks

See 20,797 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,797 peers

Snapshot2023

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

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

$67K

$1281 / participant

Other / not subdivided$67K100.0%

% of EOY assets

4.871%

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

$25,812

$77,920-66.9%

$149,723-82.8%

$75,177-65.7%

Participation rate

73.1%

65.6%+7.5pp

78.8%-5.7pp

67.2%+5.9pp

Annual return

17.52%

31.72%-14.2pp

134.50%-117.0pp

160.75%-143.2pp

Employer contribution / active EE

$1,760

$3,138-43.9%

$4,821-63.5%

$2,671-34.1%

Participant deferral / active EE

$2,897

$3,411-15.1%

$5,682-49.0%

$4,126-29.8%

Admin fee / account holder

$1,257

$5,951-78.9%

$13,215-90.5%

$5,651-77.8%

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