Retirement plan

CASCADIA BEHAVIORAL HEALTHCARE RETIREMENT PLAN

Name: CASCADIA BEHAVIORAL HEALTHCARE, INC. - CASCADIA BEHAVIORAL HEALTHCARE RETIREMENT PLAN (2019) Form 5500
Creator: CASCADIA BEHAVIORAL HEALTHCARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASCADIA BEHAVIORAL HEALTHCARE RETIREMENT PLAN, CASCADIA BEHAVIORAL HEALTHCARE, INC.

CASCADIA BEHAVIORAL HEALTHCARE, INC.EIN 93-0770054Plan #003PY 2019

847 NE 19TH AVENUE, SUITE 100 - PORTLAND, OR 97232503-238-0769cascadiabhc.orgLinkedIn501-1000 employeesmental health care

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$20.6M

+13.8% from 2018

Total participants

1,141

+5.1% from 2018

Average account balance

$32,441

+6.0% from 2018

Annual return

7.27%

-2.21 pp from 2018

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$38.94M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

748

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.

43.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.17M

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

+13.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969	Contract Administrator	$22,971

Plan features & details

Pension benefit codes2F2J2M2T3F

Plan features

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).
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$23K

$25 / participant

Contract admin$23K100.0%

% of EOY assets

0.112%

all-in expense ratio

Categories reported

1 / 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: BJORKLUND & MONTPLAISER
Auditor EIN: 931015766
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,441

$62,928-48.4%

$172,753-81.2%

$67,582-52.0%

Participation rate

44.2%

64.5%-20.3pp

82.6%-38.5pp

71.3%-27.1pp

Annual return

7.27%

30.36%-23.1pp

803.00%-795.7pp

378.57%-371.3pp

Employer contribution / active EE

$802

$1,636-51.0%

$5,144-84.4%

$2,148-62.7%

Participant deferral / active EE

$1,666

$2,145-22.3%

$5,198-68.0%

$3,539-52.9%

Admin fee / account holder

$36

$167-78.3%

$13,956-99.7%

$142-74.5%

Provider

Service type

Compensation

NEWPORT GROUP, INC.4+ years

Service code 13 · EIN 27-2037969

Contract Administrator

$22,971

CASCADIA BEHAVIORAL HEALTHCARE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASCADIA BEHAVIORAL HEALTHCARE RETIREMENT PLAN

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