Retirement plan

WESTERN STATES CANCER RESEARCH NCORP RETIREMENT PLAN

Name: WESTERN STATES CANCER RESEARCH NCORP - WESTERN STATES CANCER RESEARCH NCORP RETIREMENT PLAN (2022) Form 5500
Creator: WESTERN STATES CANCER RESEARCH NCORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTERN STATES CANCER RESEARCH NCORP RETIREMENT PLAN, WESTERN STATES CANCER RESEARCH NCORP

WESTERN STATES CANCER RESEARCH NCORPEIN 84-1090476Plan #002PY 2022

1325 S COLORADO BLVD.,, BUILDING B, SUITE 400 - DENVER, CO 802223317720-475-5713westernstatesncorp.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$524K

-3.3% from 2021

Total participants

+8.7% from 2021

Average account balance

$20,949

-11.1% from 2021

Annual return

-17.06%

-38.44 pp from 2021

Benchmarks

See 427 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort427 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$831K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

187.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$905

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$20K

$1666 / participant

Other / not subdivided$20K100.0%

% of EOY assets

3.818%

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

$20,949

$67,214-68.8%

$61,491-65.9%

$134,545-84.4%

Participation rate

100.0%

83.7%+16.3pp

79.3%+20.7pp

81.2%+18.8pp

Annual return

-17.06%

-12.08%-5.0pp

-12.98%-4.1pp

418.37%-435.4pp

Employer contribution / active EE

$2,837

$4,974-43.0%

$4,246-33.2%

$4,742-40.2%

Participant deferral / active EE

$4,749

$6,103-22.2%

$5,188-8.5%

$6,401-25.8%

Admin fee / account holder

$800

$4,610-82.7%

$4,312-81.5%

$11,431-93.0%

WESTERN STATES CANCER RESEARCH NCORP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTERN STATES CANCER RESEARCH NCORP RETIREMENT 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