Retirement plan

CANCER CARE NORTHWEST CENTERS, P.S. 401(K) PLAN

Name: CANCER CARE NORTHWEST CENTERS, P.S. - CANCER CARE NORTHWEST CENTERS, P.S. 401(K) PLAN (2018) Form 5500
Creator: CANCER CARE NORTHWEST CENTERS, P.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CANCER CARE NORTHWEST CENTERS, P.S. 401(K) PLAN, CANCER CARE NORTHWEST CENTERS, P.S.

CANCER CARE NORTHWEST CENTERS, P.S.EIN 91-1007627Plan #002PY 2018

1204 N. VERCLER - SPOKANE VALLEY, WA 99216509-228-1011cancercarenorthwest.comLinkedIn201-500 employeesmedical practice

Prospect flagsHigh cashCorrective distributions

How to read this page

Total assets (EOY)

$18.6M

-10.1% from 2017

Total participants

327

+5.1% from 2017

Average account balance

$56,930

-15.1% from 2017

Annual return

-5.01%

-20.37 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.87M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

350

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

$2.59M

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

+11.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$243

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 4 by compensation

Provider	Service type	Compensation
MERCER1 year Service code 27 · EIN 30-0282430	Advisory (Plan)	$19,272
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: PRUDENTIAL RETIREMENT INS AND ANNUI Service code 13 · EIN 06-1050034	Contract Administrator	$5,500
SAMMONS SECURITIES CO LLC4+ years Service code 33 · EIN 74-3010408	Securities brokerage commissions and ...	$0
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 52 · EIN 22-1211670	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J3D2T2S

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.
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

2 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$6K

$24 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

0 / 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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,930

$47,977+18.7%

$154,108-63.1%

$56,289+1.1%

Participation rate

99.6%

66.2%+33.4pp

83.0%+16.5pp

69.9%+29.7pp

Annual return

-5.01%

3.54%-8.6pp

735.21%-740.2pp

-9.96%+4.9pp

Employer contribution / active EE

$2,312

$2,169+6.6%

$5,298-56.4%

$2,111+9.5%

Participant deferral / active EE

$4,870

$2,392+103.6%

$5,081-4.1%

$3,350+45.4%

Admin fee / account holder

$17

$438-96.0%

$13,411-99.9%

$521-96.6%

Provider

Service type

Compensation

MERCER1 year

Service code 27 · EIN 30-0282430

Advisory (Plan)

$19,272

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: PRUDENTIAL RETIREMENT INS AND ANNUI

Service code 13 · EIN 06-1050034

Contract Administrator

$5,500

SAMMONS SECURITIES CO LLC4+ years

Service code 33 · EIN 74-3010408

Securities brokerage commissions and ...

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: THE PRUDENTIAL INS CO OF AMERICA

Service code 52 · EIN 22-1211670

Indirect Investment Fees

CANCER CARE NORTHWEST CENTERS, P.S. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CANCER CARE NORTHWEST CENTERS, P.S. 401(K) 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