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 (2021) 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 2021

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

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$23.3M

+8.0% from 2020

Total participants

322

+3.9% from 2020

Average account balance

$72,456

+4.0% from 2020

Annual return

10.87%

-2.89 pp from 2020

Benchmarks

See 5,353 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,353 peers

Snapshot2021

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 COMPANY3 years Service code 13 · EIN 42-0127290	Contract Administrator	$53,707
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430	Advisory (Plan)	$27,704
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174	Other Services	$22,214
HUNTER BENEFITS CONSULTING GROUP3 years Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093	Contract Administrator	$12,423

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.
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

$84K

$345 / participant

Investment mgmt$28K32.8%
Contract admin$57K67.2%

% of EOY assets

0.362%

all-in expense ratio

Categories reported

2 / 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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,456

$61,156+18.5%

$185,823-61.0%

$79,386-8.7%

Participation rate

100.0%

66.6%+33.4pp

81.7%+18.3pp

70.7%+29.3pp

Annual return

10.87%

19.45%-8.6pp

122.05%-111.2pp

116.85%-106.0pp

Employer contribution / active EE

$2,364

$2,321+1.9%

$5,167-54.3%

$2,427-2.6%

Participant deferral / active EE

$5,272

$2,789+89.0%

$5,568-5.3%

$4,046+30.3%

Admin fee / account holder

$262

$710-63.0%

$16,237-98.4%

$626-58.1%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3 years

Service code 13 · EIN 42-0127290

Contract Administrator

$53,707

MERCER1 year

Filed as: MERCER INVESTMENTS LLC

Service code 27 · EIN 30-0282430

Advisory (Plan)

$27,704

SECURITIES AMERICA INC1 year

Filed as: SECURITIES AMERICA, INC

Service code 49 · EIN 11-2551174

Other Services

$22,214

HUNTER BENEFITS CONSULTING GROUP3 years

Filed as: HUNTER BENEFITS CONSULTING GROUP IN

Service code 13 · EIN 36-4430093

Contract Administrator

$12,423

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