Retirement plan

WHITE RIVER FAMILY CARE 401K PLAN

Name: WHITE RIVER FAMILY CARE LLC - WHITE RIVER FAMILY CARE 401K PLAN (2017) Form 5500
Creator: WHITE RIVER FAMILY CARE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHITE RIVER FAMILY CARE 401K PLAN, WHITE RIVER FAMILY CARE LLC

WHITE RIVER FAMILY CARE LLCEIN 91-2078595Plan #002PY 2017

305 N RIVER AVE - BUCKLEY, WA 983218978360-829-5366whiteriverfamilycare.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$1.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$681K

-42.7% from 2016

Total participants

-9.1% from 2016

Average account balance

$68,147

-37.0% from 2016

Annual return

17.96%

+8.04 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34330

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$778K

$111098 / participant

Other / not subdivided$778K100.0%

% of EOY assets

114.119%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,147

$198,457-65.7%

$170,435-60.0%

$147,586-53.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

17.96%

257.30%-239.3pp

205.94%-188.0pp

578.59%-560.6pp

Employer contribution / active EE

$2,636

$6,183-57.4%

$5,432-51.5%

$4,876-45.9%

Participant deferral / active EE

$5,376

$5,629-4.5%

$4,939+8.8%

$5,439-1.1%

Admin fee / account holder

$77,768

$16,852+361.5%

$13,881+460.3%

$10,886+614.4%

WHITE RIVER FAMILY CARE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHITE RIVER FAMILY CARE 401K 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