Retirement plan

CENTRAL WYOMING HOSPICE 401(K) PLAN

Name: CENTRAL WYOMING HOSPICE PROGRAM DBA CENTRAL WYOMING HOSPICE & TRANSITI - CENTRAL WYOMING HOSPICE 401(K) PLAN (2024) 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 2024

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+26.2% from 2023

Total participants

+7.5% from 2023

Average account balance

$28,765

+11.4% from 2023

Annual return

12.67%

-4.85 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

$50K

$1019 / participant

Other / not subdivided$50K100.0%

% of EOY assets

2.892%

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

$28,765

$81,331-64.6%

$155,534-81.5%

$80,935-64.5%

Participation rate

75.5%

66.3%+9.3pp

78.2%-2.7pp

67.7%+7.8pp

Annual return

12.67%

33.37%-20.7pp

64.92%-52.2pp

35.66%-23.0pp

Employer contribution / active EE

$1,844

$3,105-40.6%

$4,675-60.6%

$2,757-33.1%

Participant deferral / active EE

$2,940

$3,454-14.9%

$5,630-47.8%

$4,299-31.6%

Admin fee / account holder

$832

$7,999-89.6%

$15,900-94.8%

$6,924-88.0%

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