Retirement plan

WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN

Name: WILLAMETTE FAMILY, INC. - WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN (2022) Form 5500
Creator: WILLAMETTE FAMILY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN, WILLAMETTE FAMILY, INC.

WILLAMETTE FAMILY, INC.EIN 93-0569684Plan #001PY 2022

687 CHESHIRE AVE - EUGENE, OR 974025060541-684-4121LinkedIn51-200 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

-8.7% from 2021

Total participants

-100.0% from 2021

Average account balance

-100.0% from 2021

Annual return

-11.87%

-19.60 pp from 2021

Benchmarks

See 350 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort350 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.74M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

150

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.

32.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$332K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+9.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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
ECONOMIC GROUP PENSION SERVICES2 years Service code 15 · EIN 13-3180178 PO BOX 10108 · EUGENE, OR 974402108	Recordkeeping	$0
LPL FINANCIAL3 years Filed as: LION STREET FINANCIAL, LLC Service code 22 515 CONGRESS AVENUE, SUITE 2500 · AUSTIN, TX 78701	Insurance Broker	$0
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$0

Plan features & details

Pension benefit codes2A2E2F2G2L2M

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.
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.

Opportunity flags

0 tripped

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

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DOUGALL CONRADIE LLC
Auditor EIN: 205230500
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$216,269-100.0%

$143,788-100.0%

Participation rate

0.0%

60.2%-60.2pp

80.3%-80.3pp

Annual return

-11.87%

-15.44%+3.6pp

-0.03%-11.8pp

Employer contribution / active EE

$1,888-100.0%

$4,952-100.0%

Participant deferral / active EE

$2,498-100.0%

$5,638-100.0%

Admin fee / account holder

$36,574-100.0%

$14,675-100.0%

Provider

Service type

Compensation

ECONOMIC GROUP PENSION SERVICES2 years

Service code 15 · EIN 13-3180178

PO BOX 10108 · EUGENE, OR 974402108

Recordkeeping

LPL FINANCIAL3 years

Filed as: LION STREET FINANCIAL, LLC

Service code 22

515 CONGRESS AVENUE, SUITE 2500 · AUSTIN, TX 78701

Insurance Broker

NATIONWIDE8+ years

Service code 15 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WILLAMETTE FAMILY, INC. 403B RETIREMENT 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