Retirement plan

GRANDE RONDE HOSPITAL EMPLOYEES' SAVINGS PLAN

Name: GRANDE RONDE HOSPITAL INC. - GRANDE RONDE HOSPITAL EMPLOYEES' SAVINGS PLAN (2016) Form 5500
Creator: GRANDE RONDE HOSPITAL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRANDE RONDE HOSPITAL EMPLOYEES' SAVINGS PLAN, GRANDE RONDE HOSPITAL INC.

GRANDE RONDE HOSPITAL INC.EIN 93-0505325Plan #002PY 2016

900 SUNSET DR - LA GRANDE, OR 978501387541-963-8421grh.orgLinkedIn501-1000 employeeshospital & health care

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 8, 2014

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.

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Total assets (EOY)

$62.6M

+12.7% from 2015

Total participants

859

+12.4% from 2015

Average account balance

$75,454

-3.6% from 2015

Annual return

9.38%

+9.26 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$118.32M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

991

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.

95.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.36M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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 3 by compensation

Provider	Service type	Compensation
NORTHWEST PLAN SERVICES, INC.1 year Service code 13 · EIN 91-2090931	Contract Administrator	$32,130
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009	Trustee (bank, trust company, or simi...	$14,330
ROTH ASSET MANAGEMENT, INC.1 year Filed as: ROTH ASSET MANAGMENT Service code 26 · EIN 20-0160353	Advisory (Participants)	$7,600

Plan features & details

Pension benefit codes2E2F2G2J2K

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$54K

$77 / participant

Other / not subdivided$54K100.0%

% of EOY assets

0.086%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,454

$36,916+104.4%

$156,551-51.8%

$57,658+30.9%

Participation rate

95.8%

63.4%+32.3pp

84.0%+11.7pp

70.2%+25.5pp

Annual return

9.38%

12.38%-3.0pp

32.23%-22.8pp

5.13%+4.2pp

Employer contribution / active EE

$3,223

$1,571+105.2%

$5,501-41.4%

$1,974+63.3%

Participant deferral / active EE

$4,008

$1,926+108.2%

$4,871-17.7%

$3,061+31.0%

Admin fee / account holder

$65

$82-20.9%

$13,028-99.5%

$95-31.0%

Provider

Service type

Compensation

NORTHWEST PLAN SERVICES, INC.1 year

Service code 13 · EIN 91-2090931

Contract Administrator

$32,130

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB BANK

Service code 18 · EIN 42-1558009

Trustee (bank, trust company, or simi...

$14,330

ROTH ASSET MANAGEMENT, INC.1 year

Filed as: ROTH ASSET MANAGMENT

Service code 26 · EIN 20-0160353

Advisory (Participants)

$7,600

GRANDE RONDE HOSPITAL EMPLOYEES' SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRANDE RONDE HOSPITAL EMPLOYEES' SAVINGS 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