Retirement plan

CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN

Name: CHILDREN'S UNIVERSITY MEDICAL GROUP - CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN (2015) Form 5500
Creator: CHILDREN'S UNIVERSITY MEDICAL GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN, CHILDREN'S UNIVERSITY MEDICAL GROUP

CHILDREN'S UNIVERSITY MEDICAL GROUPEIN 91-1336707Plan #001PY 2015

4500 SANDPOINT WAY NE, SUITE 100 - SEATTLE, WA 98105206-987-8471

Other plans on this EIN

1 filing

#002Retirement-$66.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$103.1M

-10.4% from 2016

Total participants

901

-7.8% from 2016

Average account balance

$118,486

-14.2% from 2016

Annual return

0.61%

-6.62 pp from 2016

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$255.71M

Not enough data

1 years with asset history on file

Average account balance

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

$221K

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.

1,156

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42

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
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE Service code 16 · EIN 91-1176315	Consulting	$16,955
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207	Accounting	$2,482
FID INV INST OPS CO1+ years Service code 50 · EIN 04-2647786	Direct Payment	-$28,016

Plan features & details

Pension benefit codes2A2C2G2R2T

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).
2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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: CLARK NUBER, PS
Auditor EIN: 911194016
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$118,486

$37,117+219.2%

$147,618-19.7%

$55,191+114.7%

Participation rate

95.7%

63.6%+32.1pp

84.6%+11.1pp

69.2%+26.6pp

Annual return

0.61%

3.44%-2.8pp

61.98%-61.4pp

10.78%-10.2pp

Employer contribution / active EE

$10,926

$1,620+574.2%

$5,564+96.4%

$1,899+475.4%

Participant deferral / active EE

$1,985-100.0%

$4,895-100.0%

$3,046-100.0%

Admin fee / account holder

$86-100.0%

$11,612-100.0%

$91-100.0%

Provider

Service type

Compensation

USI CONSULTING GROUP1+ years

Filed as: KIBBLE & PRENTICE

Service code 16 · EIN 91-1176315

Consulting

$16,955

KPMG LLP1+ years

Filed as: KPMG

Service code 10 · EIN 13-5565207

Accounting

$2,482

FID INV INST OPS CO1+ years

Service code 50 · EIN 04-2647786

Direct Payment

-$28,016

CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion