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 (2020) 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 2020

700 N.E. 87TH AVENUE - VANCOUVER, WA 98664360-882-2778

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)

$279.2M

+20.2% from 2019

Total participants

2,452

+13.0% from 2019

Average account balance

$114,963

+6.1% from 2019

Annual return

18.30%

-5.67 pp from 2019

Benchmarks

See 1,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,342 peers

Snapshot2020

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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 5 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576	Recordkeeping and information managem...	$336,213
TEJERA & ASSOCIATES, LLC1 year Filed as: TEJERA& ASSOCIATES Service code 10 · EIN 20-3001362	Accounting	$33,749
MULTNOMAH GROUP1 year Service code 10 · EIN 20-0361079	Accounting	$20,000
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0851599	Accounting	$9,450
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009	Securities Custodian	$0

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

$344K

$204 / participant

Contract admin$344K100.0%

% of EOY assets

0.123%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,963

$56,095+104.9%

$178,490-35.6%

$90,288+27.3%

Participation rate

98.6%

65.6%+33.1pp

81.9%+16.7pp

73.4%+25.3pp

Annual return

18.30%

28.81%-10.5pp

151.07%-132.8pp

53.97%-35.7pp

Employer contribution / active EE

$5,510

$1,572+250.4%

$5,011+10.0%

$2,524+118.3%

Participant deferral / active EE

$5,617

$2,669+110.5%

$5,202+8.0%

$4,232+32.7%

Admin fee / account holder

$141

$101+40.6%

$13,984-99.0%

$114+24.0%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP6+ years

Service code 12 · EIN 93-1253576

Recordkeeping and information managem...

$336,213

TEJERA & ASSOCIATES, LLC1 year

Filed as: TEJERA& ASSOCIATES

Service code 10 · EIN 20-3001362

Accounting

$33,749

MULTNOMAH GROUP1 year

Service code 10 · EIN 20-0361079

Accounting

$20,000

MOSS ADAMS LLP6+ years

Service code 10 · EIN 91-0851599

Accounting

$9,450

CHARLES SCHWAB & CO., INC.6+ years

Filed as: CHARLES SCHWAB BANK

Service code 19 · EIN 42-1558009

Securities Custodian

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