Retirement plan

CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION PENSION PLAN

Name: CENTRAL WASHINGTON HOSPITAL - CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION PENSION PLAN (2016) Form 5500
Creator: CENTRAL WASHINGTON HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION PENSION PLAN, CENTRAL WASHINGTON HOSPITAL

CENTRAL WASHINGTON HOSPITALEIN 91-0171250Plan #001PY 2016

1201 S. MILLER STREET - WENATCHEE, WA 988013201509-662-1511LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$90.9M assets

Prospect flagsLow returnsLow participationWind-down / frozen

How to read this page

Total assets (EOY)

$45.7M

-4.7% from 2015

Total participants

1,192

+4.1% from 2015

Average account balance

$63,895

+2.8% from 2015

Annual return

6.16%

+5.59 pp from 2015

Benchmarks

See 1,286 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,286 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-90.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 2 by compensation

Provider	Service type	Compensation
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786	Direct Payment	$26,284
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$16,960

Plan features & details

Pension benefit codes2A2F2G2K2T2R

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$46K

$45 / participant

Investment mgmt$17K37.2%
Other / not subdivided$29K62.8%

% of EOY assets

0.100%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,895

$37,213+71.7%

$156,551-59.2%

$63,975-0.1%

Participation rate

53.0%

65.0%-12.0pp

84.0%-31.0pp

71.1%-18.1pp

Annual return

6.16%

47.89%-41.7pp

32.23%-26.1pp

48.65%-42.5pp

Employer contribution / active EE

$1,357-100.0%

$5,501-100.0%

$2,182-100.0%

Participant deferral / active EE

$2,070-100.0%

$4,871-100.0%

$3,356-100.0%

Admin fee / account holder

$64

$56+13.0%

$13,028-99.5%

$70-9.7%

Provider

Service type

Compensation

FID INV INST OPS CO2+ years

Filed as: FID INV INSTL OPS CO

Service code 50 · EIN 04-2647786

Direct Payment

$26,284

STRATEGIC ADVISORS, INC.2+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$16,960

CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION PENSION 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