Retirement plan

CASCADE COMMUNITY HEALTHCARE 401K PLAN

Name: CASCADE COMMUNITY HEALTHCARE - CASCADE COMMUNITY HEALTHCARE 401K PLAN (2021) 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 2021

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.8M

+33.8% from 2020

Total participants

240

+10.1% from 2020

Average account balance

$25,660

+20.8% from 2020

Annual return

26.76%

+21.13 pp from 2020

Benchmarks

See 5,350 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,350 peers

Snapshot2021

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
AMERICAN UNITED LIFE INSURANCE CO6+ years Service code 15 · EIN 35-0145825	Recordkeeping	$21,814
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611	Consulting	$20,249

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$14 / participant

Contract admin$3K100.0%

% of EOY assets

0.045%

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

$25,660

$61,172-58.1%

$185,851-86.2%

$79,389-67.7%

Participation rate

93.0%

66.6%+26.4pp

81.7%+11.3pp

70.7%+22.3pp

Annual return

26.76%

19.45%+7.3pp

122.11%-95.3pp

116.89%-90.1pp

Employer contribution / active EE

$2,281

$2,321-1.7%

$5,168-55.9%

$2,428-6.1%

Participant deferral / active EE

$1,420

$2,788-49.1%

$5,569-74.5%

$4,046-64.9%

Admin fee / account holder

$12

$710-98.4%

$16,245-99.9%

$626-98.2%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO6+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$21,814

LPL FINANCIAL2 years

Filed as: LPL FINANCIAL LLC

Service code 16 · EIN 04-3046611

Consulting

$20,249

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