Retirement plan

INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST

Name: INTERPATH LABORATORY, INC. - INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST (2021) 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 2021

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

Prospect flagsLow returns

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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Total assets (EOY)

$18.4M

+16.2% from 2020

Total participants

590

+12.6% from 2020

Average account balance

$36,462

-4.3% from 2020

Annual return

11.96%

-3.72 pp from 2020

Benchmarks

See 3,799 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,799 peers

Snapshot2021

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

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, LLC4 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 28 · EIN 20-5282002 11740 SW 68TH PKWY SUITE 200 · PORTLAND, OR 97723	Investment Management	$25,554
LEADING RETIREMENT SOLUTIONS1 year Filed as: LEADING RETIREMENT SOLUTIONS LLC Service code 13	Contract Administrator	$21,667
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: ADVISED ASSETS GROUP, LLC Service code 27 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Advisory (Plan)	$8,193
GREAT-WEST LIFE & ANNUITY INSURANCE7+ years Service code 64 · EIN 84-0467907 38515 EAST ORCHARD ROAD · GREENWOOD, CA 80111	Recordkeeping Fees	$0
LEADING RETIREMENT SOLUTIONS1 year Service code 13 · EIN 45-1200308 2226 EASTLAKE AVE E #88 · SEATTLE, WA 98102	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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$27K

$56 / participant

Investment mgmt$27K100.0%

% of EOY assets

0.147%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,462

$56,540-35.5%

$185,849-80.4%

$86,821-58.0%

Participation rate

82.3%

65.5%+16.8pp

81.7%+0.6pp

72.3%+10.0pp

Annual return

11.96%

118.20%-106.2pp

122.10%-110.1pp

97.94%-86.0pp

Employer contribution / active EE

$1,153

$1,844-37.5%

$5,169-77.7%

$2,406-52.1%

Participant deferral / active EE

$2,334

$2,555-8.6%

$5,569-58.1%

$4,132-43.5%

Admin fee / account holder

$54

$150-64.2%

$16,244-99.7%

$170-68.4%

Provider

Service type

Compensation

TPG FINANCIAL ADVISORS, LLC4 years

Filed as: TPG FINANCIAL ADVISORS LLC

Service code 28 · EIN 20-5282002

11740 SW 68TH PKWY SUITE 200 · PORTLAND, OR 97723

Investment Management

$25,554

LEADING RETIREMENT SOLUTIONS1 year

Filed as: LEADING RETIREMENT SOLUTIONS LLC

Service code 13

Contract Administrator

$21,667

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: ADVISED ASSETS GROUP, LLC

Service code 27 · EIN 84-1532243

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Advisory (Plan)

$8,193

GREAT-WEST LIFE & ANNUITY INSURANCE7+ years

Service code 64 · EIN 84-0467907

38515 EAST ORCHARD ROAD · GREENWOOD, CA 80111

Recordkeeping Fees

LEADING RETIREMENT SOLUTIONS1 year

Service code 13 · EIN 45-1200308

2226 EASTLAKE AVE E #88 · SEATTLE, WA 98102

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