Retirement plan

GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN

Name: GOOD SHEPHERD HEALTH CARE SYSTEM - GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN (2018) Form 5500
Creator: GOOD SHEPHERD HEALTH CARE SYSTEM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN, GOOD SHEPHERD HEALTH CARE SYSTEM

GOOD SHEPHERD HEALTH CARE SYSTEMEIN 93-0425580Plan #001PY 2018

610 NW ELEVENTH STREET - HERMISTON, OR 97838541-667-3413gshealth.orgLinkedIn501-1000 employeeshospital & health care

Prospect flagsFailed to transmit contributions

Top hat statement on fileNQDC

Filed April 13, 2010

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$49.1M

-1.9% from 2017

Total participants

981

+5.4% from 2017

Average account balance

$58,984

-6.0% from 2017

Annual return

-4.23%

-16.39 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$92.47M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

1,224

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.61M

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

+9.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$159

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
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070	Contract Administrator	$91,052
MULTNOMAH GROUP4+ years Service code 16 · EIN 20-0361079	Consulting	$28,000
KANSAS CITY LIFE INSURANCE COMPANY4+ years Service code 15 · EIN 44-0308260 3520 BROADWAY · KANSAS CITY, MO 64121	Recordkeeping	$9,845
VOYA RETIREMENT INSURANCE & ANNUITY4+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2A2F2G2L2M2S2T

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

1 tripped

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

$129K

$183 / participant

Contract admin$129K100.0%

% of EOY assets

0.263%

all-in expense ratio

Categories reported

1 / 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: DINGUS, ZARECOR & ASSOCIATES, PLLC
Auditor EIN: 200079326
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,984

$37,196+58.6%

$154,107-61.7%

$55,725+5.8%

Participation rate

79.0%

64.1%+14.9pp

83.0%-4.0pp

70.9%+8.2pp

Annual return

-4.23%

1319.68%-1323.9pp

735.12%-739.4pp

244.93%-249.2pp

Employer contribution / active EE

$2,719

$1,614+68.5%

$5,298-48.7%

$2,078+30.8%

Participant deferral / active EE

$3,855

$2,068+86.4%

$5,081-24.1%

$3,356+14.9%

Admin fee / account holder

$155

$102+52.8%

$13,411-98.8%

$115+34.7%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION4+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$91,052

MULTNOMAH GROUP4+ years

Service code 16 · EIN 20-0361079

Consulting

$28,000

KANSAS CITY LIFE INSURANCE COMPANY4+ years

Service code 15 · EIN 44-0308260

3520 BROADWAY · KANSAS CITY, MO 64121

Recordkeeping

$9,845

VOYA RETIREMENT INSURANCE & ANNUITY4+ years

Filed as: RELIASTAR LIFE INSURANCE COMPANY

Service code 60 · EIN 41-0451140

Sub-TA Fees

GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN

Top hat statement on fileNQDC

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