Retirement plan

401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

Name: CHILDREN'S HOSPITAL AND RESEARCH CENTER AT OAKLAND - 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND (2018) Form 5500
Creator: CHILDREN'S HOSPITAL AND RESEARCH CENTER AT OAKLAND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND, CHILDREN'S HOSPITAL AND RESEARCH CENTER AT OAKLAND

CHILDREN'S HOSPITAL AND RESEARCH CENTER AT OAKLANDEIN 94-0382330Plan #006PY 2018

747 52ND STREET - OAKLAND, CA 946091809510-428-3622choresidency.orgLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

2 filings

#001Retirement-$396.7M assets #005Retirement-$263.1M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$5.6M

+17.9% from 2017

Total participants

504

+1.2% from 2017

Average account balance

$11,058

+16.5% from 2017

Annual return

-0.35%

-17.62 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.09M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

690

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$120

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
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318	Accounting	$14,000
TRANSAMERICA RETIREMENT SOLUTIONS4+ years Service code 12 · EIN 13-3689044	Shareholder servicing fees; Float rev...	$4,906
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2K2T3H

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).
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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$19K

$50 / participant

Investment mgmt$1500.8%
Other / not subdivided$19K99.2%

% of EOY assets

0.342%

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: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,058

$37,196-70.3%

$154,111-92.8%

$55,725-80.2%

Participation rate

100.0%

64.1%+35.9pp

83.0%+17.0pp

70.9%+29.1pp

Annual return

-0.35%

1319.68%-1320.0pp

735.18%-735.5pp

244.93%-245.3pp

Employer contribution / active EE

$2,519

$1,614+56.1%

$5,298-52.4%

$2,078+21.2%

Participant deferral / active EE

$2,068-100.0%

$5,081-100.0%

$3,356-100.0%

Admin fee / account holder

$38

$102-62.8%

$13,411-99.7%

$115-67.2%

Provider

Service type

Compensation

MOSS ADAMS LLP3+ years

Filed as: MOSS ADAMS, LLP

Service code 10 · EIN 91-0189318

Accounting

$14,000

TRANSAMERICA RETIREMENT SOLUTIONS4+ years

Service code 12 · EIN 13-3689044

Shareholder servicing fees; Float rev...

$4,906

NATIONAL FINANCIAL SERVICES4+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

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