Retirement plan

INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST

Name: INTERPATH LABORATORY, INC. - INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: INTERPATH LABORATORY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST, INTERPATH LABORATORY, INC.

INTERPATH LABORATORY, INC.EIN 93-0587431Plan #001PY 2015

P.O. BOX 1517 - PENDLETON, OR 978010410541-278-4741interpathlab.comLinkedIn201-500 employeeshospital & health care

Prospect flagsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed December 26, 1991

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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How to read this page

Total assets (EOY)

$10M

No prior year

Total participants

381

No prior year

Average account balance

$36,728

No prior year

Annual return

0.58%

No prior year

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$19.75M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

588

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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 5 by compensation

Provider	Service type	Compensation
TPG FINANCIAL ADVISORS, LLC1+ years Service code 27 11740 SW 68TH PKWY SUITE 200 · PORTLAND, OR 97223	Advisory (Plan)	$27,188
NORTHWEST RETIREMENT PLANS, INC.1+ years Service code 13	Contract Administrator	$10,875
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111	Recordkeeping Fees	$9,438
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$2,480
NORTHWEST RETIREMENT PLANS, INC.1+ years Filed as: NORTHWEST RETIREMENT PLANS, INC Service code 13 3235 HILLCREST PARK DRIVE STE 100 · MEDFORD, OR 97504	Contract Administrator	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$12K

$40 / participant

Investment mgmt$12K100.0%

% of EOY assets

0.122%

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: JONES & ROTH, P.C.
Auditor EIN: 930819646
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,728

$37,117-1.0%

$147,614-75.1%

$55,191-33.5%

Participation rate

64.6%

63.6%+1.0pp

84.6%-20.0pp

69.2%-4.6pp

Annual return

0.58%

3.44%-2.9pp

61.98%-61.4pp

10.78%-10.2pp

Employer contribution / active EE

$649

$1,620-59.9%

$5,564-88.3%

$1,899-65.8%

Participant deferral / active EE

$1,592

$1,985-19.8%

$4,895-67.5%

$3,046-47.7%

Admin fee / account holder

$45

$86-47.8%

$11,611-99.6%

$91-50.8%

Provider

Service type

Compensation

TPG FINANCIAL ADVISORS, LLC1+ years

Service code 27

11740 SW 68TH PKWY SUITE 200 · PORTLAND, OR 97223

Advisory (Plan)

$27,188

NORTHWEST RETIREMENT PLANS, INC.1+ years

Service code 13

Contract Administrator

$10,875

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111

Recordkeeping Fees

$9,438

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: ADVISED ASSET GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$2,480

NORTHWEST RETIREMENT PLANS, INC.1+ years

Filed as: NORTHWEST RETIREMENT PLANS, INC

Service code 13

3235 HILLCREST PARK DRIVE STE 100 · MEDFORD, OR 97504

Contract Administrator

INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST

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