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 (2023) 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 2023

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

Prospect flagsFailed to transmit contributions

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)

$329.1M

-12.6% from 2016

Total participants

2,872

-4.8% from 2016

Average account balance

$117,450

-7.5% from 2016

Annual return

20.47%

-9.19 pp from 2016

Benchmarks

See 1,405 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,405 peers

Snapshot2023

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

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 6 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243	Advisory (Participants)	$202,918
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907	Recordkeeping	$142,654
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP INC Service code 26 111 SW 5TH AVENUE · PORTLAND, OR 97204	Advisory (Participants)	$78,545
MOSS ADAMS LLP9+ years Service code 26 · EIN 91-0189318	Advisory (Participants)	$12,600
JACKSON LEWIS P.C.3 years Filed as: JACKSON LEWIS PC Service code 26 · EIN 13-1863998	Advisory (Participants)	$9,135
QDRO CONSULTANTS COMPANY, LLC2 years Service code 16 · EIN 34-1820650	Consulting	$300

Plan features & details

Pension benefit codes2E2F2G2J2R2S2T3D

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.
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

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

$446K

$199 / participant

Recordkeeping$143K32.0%
Investment mgmt$281K63.1%
Legal$9K2.0%
Other / not subdivided$13K2.9%

% of EOY assets

0.136%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS
Auditor EIN: 910189318
Audit fees: $12,600
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$117,450

$50,169+134.1%

$149,740-21.6%

$80,187+46.5%

Participation rate

96.9%

64.3%+32.6pp

78.8%+18.1pp

72.9%+23.9pp

Annual return

20.47%

29.82%-9.4pp

134.51%-114.0pp

40.40%-19.9pp

Employer contribution / active EE

$5,778

$1,869+209.1%

$4,821+19.8%

$2,980+93.9%

Participant deferral / active EE

$6,751

$3,194+111.4%

$5,683+18.8%

$5,016+34.6%

Admin fee / account holder

$159

$153+4.3%

$13,222-98.8%

$145+9.8%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 26 · EIN 84-1532243

Advisory (Participants)

$202,918

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 15 · EIN 84-0467907

Recordkeeping

$142,654

MULTNOMAH GROUP3 years

Filed as: MULTNOMAH GROUP INC

Service code 26

111 SW 5TH AVENUE · PORTLAND, OR 97204

Advisory (Participants)

$78,545

MOSS ADAMS LLP9+ years

Service code 26 · EIN 91-0189318

Advisory (Participants)

$12,600

JACKSON LEWIS P.C.3 years

Filed as: JACKSON LEWIS PC

Service code 26 · EIN 13-1863998

Advisory (Participants)

$9,135

QDRO CONSULTANTS COMPANY, LLC2 years

Service code 16 · EIN 34-1820650

Consulting

$300

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