Retirement plan

THE 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PENINSULA BEHAVIORAL HEALTH

Name: PENINSULA BEHAVIORAL HEALTH - THE 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PENINSULA BEHAVIORAL HEALTH (2024) Form 5500
Creator: PENINSULA BEHAVIORAL HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PENINSULA BEHAVIORAL HEALTH, PENINSULA BEHAVIORAL HEALTH

PENINSULA BEHAVIORAL HEALTHEIN 91-0869129Plan #001PY 2024

118 E 8TH ST - PORT ANGELES, WA 983626129360-457-0431peninsulabehavioral.orgLinkedIn51-200 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.2M

+22.4% from 2023

Total participants

196

-6.7% from 2023

Average account balance

$46,257

+33.5% from 2023

Annual return

18.07%

-6.18 pp from 2023

Benchmarks

See 5,993 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,993 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.19M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

177

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.

86.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$891K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+18.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$127

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 3 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930	Contract Administrator	$18,753
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 26 · EIN 36-3145972 1300 THAMES STREET · BALTIMORE, MD 21231	Advisory (Participants)	$7,755
EPIC RETIREMENT PLAN SERVICES4 years Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 99 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275	Other Fees	$5,550

Plan features & details

Pension benefit codes2F2G2L2T3D2A

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

$22K

$164 / participant

Recordkeeping$22K100.0%

% of EOY assets

0.275%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,257

$55,470-16.6%

$155,556-70.3%

$74,478-37.9%

Participation rate

86.1%

61.9%+24.2pp

78.2%+7.9pp

67.2%+18.9pp

Annual return

18.07%

269.80%-251.7pp

64.84%-46.8pp

1370.56%-1352.5pp

Employer contribution / active EE

$3,360

$2,267+48.2%

$4,675-28.1%

$2,626+27.9%

Participant deferral / active EE

$3,146

$2,838+10.9%

$5,631-44.1%

$4,350-27.7%

Admin fee / account holder

$127

$1,744-92.7%

$15,885-99.2%

$1,946-93.5%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6 years

Filed as: THE VANGUARD GROUP

Service code 13 · EIN 23-1945930

Contract Administrator

$18,753

MORGAN STANLEY SMITH BARNEY4 years

Filed as: MORGAN STANLEY

Service code 26 · EIN 36-3145972

1300 THAMES STREET · BALTIMORE, MD 21231

Advisory (Participants)

$7,755

EPIC RETIREMENT PLAN SERVICES4 years

Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN

Service code 99 · EIN 45-3480687

PO BOX 890 · MUKILTEO, WA 98275

Other Fees

$5,550

THE 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PENINSULA BEHAVIORAL HEALTH

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE 403(B) RETIREMENT PLAN FOR EMPLOYEES OF PENINSULA BEHAVIORAL HEALTH

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