Retirement plan

YAKIMA VALLEY MEMORIAL HOSPITAL 401(K) PLAN

Name: YAKIMA VALLEY MEMORIAL HOSPITAL - YAKIMA VALLEY MEMORIAL HOSPITAL 401(K) PLAN (2016) Form 5500
Creator: YAKIMA VALLEY MEMORIAL HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YAKIMA VALLEY MEMORIAL HOSPITAL 401(K) PLAN, YAKIMA VALLEY MEMORIAL HOSPITAL

YAKIMA VALLEY MEMORIAL HOSPITALEIN 91-0567263Plan #003PY 2016

2811 TIETON DRIVE - YAKIMA, WA 98902509-574-5965LinkedIn1001-5000 employeesmedical practice

Other plans on this EIN

2 filings

#001Retirement-$120.3M assets #002Retirement-$24.2M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed March 18, 2022 (most recent of 3 filings on file)

Plan administrator

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2811 Tieton Drive

Yakima, WA 98902

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Plans declared (1)

Defined Contribution Supplemental Executive Retirement Plan4 emp

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Total assets (EOY)

$169M

+14.1% from 2015

Total participants

3,161

+8.7% from 2015

Average account balance

$54,506

+6.9% from 2015

Annual return

8.22%

+8.52 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

$26.66M

Not enough data

1 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

-96.28%

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
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Service code 12 · EIN 13-3689044	Direct payment from the plan; Recordk...	$266,697
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2F2G2J2T3D3H2E

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$267K

$99 / participant

Other / not subdivided$267K100.0%

% of EOY assets

0.158%

all-in expense ratio

Categories reported

0 / 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

$54,506

$37,213+46.5%

$156,551-65.2%

$63,975-14.8%

Participation rate

97.8%

65.0%+32.8pp

84.0%+13.8pp

71.1%+26.6pp

Annual return

8.22%

47.89%-39.7pp

32.23%-24.0pp

48.65%-40.4pp

Employer contribution / active EE

$3,219

$1,357+137.2%

$5,501-41.5%

$2,182+47.5%

Participant deferral / active EE

$3,629

$2,070+75.3%

$4,871-25.5%

$3,356+8.1%

Admin fee / account holder

$86

$56+52.7%

$13,028-99.3%

$70+22.1%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Service code 12 · EIN 13-3689044

Direct payment from the plan; Recordk...

$266,697

NATIONAL FINANCIAL SERVICES2+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

YAKIMA VALLEY MEMORIAL HOSPITAL 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YAKIMA VALLEY MEMORIAL HOSPITAL 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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