Retirement plan

TRIUMPH TREATMENT 401(K) PLAN

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

YAKIMA VALLEY COUNCIL OF ALCOHOLISMEIN 91-0755984Plan #001PY 2016

102 SOUTH NACHES - YAKIMA, WA 98901509-853-4121

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$411K

+16.9% from 2015

Total participants

110

+139.1% from 2015

Average account balance

$24,204

+16.9% from 2015

Annual return

7.95%

+8.40 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

63.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$334K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+42.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1846

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 codes2E2F2G2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$24,204

$46,732-48.2%

$156,551-84.5%

$55,167-56.1%

Participation rate

13.9%

65.8%-51.9pp

84.0%-70.1pp

69.0%-55.1pp

Annual return

7.95%

17.72%-9.8pp

32.23%-24.3pp

169.23%-161.3pp

Employer contribution / active EE

$2,105-100.0%

$5,501-100.0%

$1,963-100.0%

Participant deferral / active EE

$291

$2,204-86.8%

$4,871-94.0%

$3,054-90.5%

Admin fee / account holder

$418-100.0%

$13,028-100.0%

$504-100.0%

TRIUMPH TREATMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRIUMPH TREATMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion