Retirement plan

CASCADE COMMUNITY HEALTHCARE 401K PLAN

Name: CASCADE COMMUNITY HEALTHCARE - CASCADE COMMUNITY HEALTHCARE 401K PLAN (2020) Form 5500
Creator: CASCADE COMMUNITY HEALTHCARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASCADE COMMUNITY HEALTHCARE 401K PLAN, CASCADE COMMUNITY HEALTHCARE

CASCADE COMMUNITY HEALTHCAREEIN 91-0836093Plan #001PY 2020

2428 W. REYNOLDS AVE - CENTRALIA, WA 98531360-330-9044cascadecommunityhealthcare.orgLinkedIn201-500 employeesmental health care

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$4.4M

+13.9% from 2019

Total participants

218

+5.3% from 2019

Average account balance

$21,236

+10.6% from 2019

Annual return

5.64%

+0.31 pp from 2019

Benchmarks

See 5,414 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,414 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.23M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

233

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$993K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$106

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

1 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
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611	Consulting	$16,330
AMERICAN UNITED LIFE INSURANCE CO5+ years Service code 15 · EIN 35-0145825	Recordkeeping	$9,082

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D3H

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.
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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$2K

$15 / participant

Contract admin$2K100.0%

% of EOY assets

0.054%

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: LEE CPA AUDIT GROUP
Auditor EIN: 814637885
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,236

$58,895-63.9%

$178,503-88.1%

$73,497-71.1%

Participation rate

92.0%

66.2%+25.7pp

81.9%+10.0pp

70.7%+21.3pp

Annual return

5.64%

24.86%-19.2pp

151.12%-145.5pp

28.51%-22.9pp

Employer contribution / active EE

$4,099

$2,236+83.3%

$5,011-18.2%

$2,270+80.6%

Participant deferral / active EE

$1,444

$2,567-43.8%

$5,202-72.3%

$3,740-61.4%

Admin fee / account holder

$11

$400-97.1%

$13,987-99.9%

$513-97.8%

Provider

Service type

Compensation

LPL FINANCIAL1 year

Filed as: LPL FINANCIAL LLC

Service code 16 · EIN 04-3046611

Consulting

$16,330

AMERICAN UNITED LIFE INSURANCE CO5+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$9,082

CASCADE COMMUNITY HEALTHCARE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASCADE COMMUNITY HEALTHCARE 401K 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