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 (2019) 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 2019

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

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$19.3M

+3.9% from 2018

Total participants

297

-9.2% from 2018

Average account balance

$64,948

+14.1% from 2018

Annual return

14.55%

+19.56 pp from 2018

Benchmarks

See 5,343 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,343 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1 year Service code 13 · EIN 42-0127290	Contract Administrator	$44,725
MERCER1 year Filed as: MERCER INVESTMENT Service code 27 · EIN 30-0282430	Advisory (Plan)	$16,988
HUNTER BENEFITS CONSULTING GROUP1 year Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093	Contract Administrator	$16,304
PARKLAND SECURITIES LLC1 year Service code 49 · EIN 74-3010408	Other Services	$12,446

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$65K

$267 / participant

Investment mgmt$17K26.1%
Contract admin$48K73.9%

% of EOY assets

0.337%

all-in expense ratio

Categories reported

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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,948

$52,953+22.7%

$172,739-62.4%

$65,185-0.4%

Participation rate

100.0%

66.2%+33.8pp

82.6%+17.4pp

70.2%+29.8pp

Annual return

14.55%

30.12%-15.6pp

802.84%-788.3pp

29.38%-14.8pp

Employer contribution / active EE

$3,319

$2,190+51.6%

$5,143-35.5%

$2,177+52.5%

Participant deferral / active EE

$5,174

$2,471+109.4%

$5,198-0.5%

$3,514+47.2%

Admin fee / account holder

$219

$472-53.6%

$13,954-98.4%

$847-74.1%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1 year

Service code 13 · EIN 42-0127290

Contract Administrator

$44,725

MERCER1 year

Filed as: MERCER INVESTMENT

Service code 27 · EIN 30-0282430

Advisory (Plan)

$16,988

HUNTER BENEFITS CONSULTING GROUP1 year

Filed as: HUNTER BENEFITS CONSULTING GROUP IN

Service code 13 · EIN 36-4430093

Contract Administrator

$16,304

PARKLAND SECURITIES LLC1 year

Service code 49 · EIN 74-3010408

Other Services

$12,446

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