Retirement plan

THE VANCOUVER CLINIC, INC., P.S. 401(K) RETIREMENT SAVINGS PLAN

Name: THE VANCOUVER CLINIC, INC., P.S. - THE VANCOUVER CLINIC, INC., P.S. 401(K) RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: THE VANCOUVER CLINIC, INC., P.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE VANCOUVER CLINIC, INC., P.S. 401(K) RETIREMENT SAVINGS PLAN, THE VANCOUVER CLINIC, INC., P.S.

THE VANCOUVER CLINIC, INC., P.S.EIN 91-0851599Plan #001PY 2017

700 NE 87TH AVENUE - VANCOUVER, WA 986641913360-397-4520

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed March 18, 2026 (most recent of 2 filings on file)

Plan administrator

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700 NE 87th Avenue

Vancouver, WA 98664

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Plans declared (1)

The Vancouver Clinic Deferred Compensation Plan35 emp

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Total assets (EOY)

$184.9M

+20.5% from 2016

Total participants

1,815

+6.8% from 2016

Average account balance

$103,001

+13.1% from 2016

Annual return

18.27%

+9.25 pp from 2016

Benchmarks

See 1,308 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,308 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$370.61M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

2,933

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$159

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576	Claims processing; Recordkeeping and ...	$275,184
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009	Securities Custodian	$61,265
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0851599	Accounting	$13,000

Plan features & details

Pension benefit codes2A2E2F2G2J2S2T3D

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).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$239K

$182 / participant

Contract admin$226K94.6%
Other / not subdivided$13K5.4%

% of EOY assets

0.129%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$103,001

$44,989+128.9%

$170,442-39.6%

$77,958+32.1%

Participation rate

98.5%

64.6%+33.9pp

83.6%+14.9pp

71.6%+26.8pp

Annual return

18.27%

19.61%-1.3pp

205.93%-187.7pp

20.87%-2.6pp

Employer contribution / active EE

$5,855

$1,466+299.4%

$5,433+7.8%

$2,310+153.4%

Participant deferral / active EE

$5,191

$2,208+135.2%

$4,939+5.1%

$3,537+46.8%

Admin fee / account holder

$133

$69+92.8%

$13,880-99.0%

$97+36.6%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP3+ years

Service code 12 · EIN 93-1253576

Claims processing; Recordkeeping and ...

$275,184

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB BANK

Service code 19 · EIN 42-1558009

Securities Custodian

$61,265

MOSS ADAMS LLP3+ years

Service code 10 · EIN 91-0851599

Accounting

$13,000

THE VANCOUVER CLINIC, INC., P.S. 401(K) RETIREMENT SAVINGS 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

THE VANCOUVER CLINIC, INC., P.S. 401(K) RETIREMENT SAVINGS 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