Retirement plan

ST. ANNS HOME, INC. RETIREMENT PLAN TRUST

Name: ST. ANN'S HOME, INC. - ST. ANNS HOME, INC. RETIREMENT PLAN TRUST (2017) Form 5500
Creator: ST. ANN'S HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. ANNS HOME, INC. RETIREMENT PLAN TRUST, ST. ANN'S HOME, INC.

ST. ANN'S HOME, INC.EIN 04-2104866Plan #001PY 2017

100A HAVERHILL STREET - METHUEN, MA 01844978-682-5276

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.8M

+24.0% from 2016

Total participants

354

+3.2% from 2016

Average account balance

$51,842

+17.8% from 2016

Annual return

18.52%

+12.40 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.61M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

439

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.

87.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$210

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 2 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION1 year Filed as: LINCOLN INVEST. PLANNING Service code 70 · EIN 23-1702591 84 STATE ST STE 740 · BOSTON, MA 02109	Consulting Fees	$24,287
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 28 · EIN 11-3665754 200 DRYDEN RD E · DRESHER, PA 19025	Investment Management	$19,681

Plan features & details

Pension benefit codes2E3D2G2J2F

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$42K

$169 / participant

Contract admin$42K100.0%

% of EOY assets

0.237%

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: LEONARD, MULHERIN & GREENE, P.C.
Auditor EIN: 043108635
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,842

$46,173+12.3%

$170,435-69.6%

$69,631-25.5%

Participation rate

96.0%

63.9%+32.1pp

83.6%+12.4pp

70.7%+25.3pp

Annual return

18.52%

21.62%-3.1pp

205.94%-187.4pp

27571.02%-27552.5pp

Employer contribution / active EE

$2,315

$1,610+43.8%

$5,432-57.4%

$2,032+13.9%

Participant deferral / active EE

$2,668

$2,080+28.2%

$4,939-46.0%

$3,224-17.3%

Admin fee / account holder

$123

$116+5.7%

$13,881-99.1%

$110+11.0%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION1 year

Filed as: LINCOLN INVEST. PLANNING

Service code 70 · EIN 23-1702591

84 STATE ST STE 740 · BOSTON, MA 02109

Consulting Fees

$24,287

ASCENSUS LLC3+ years

Filed as: ASCENSUS

Service code 28 · EIN 11-3665754

200 DRYDEN RD E · DRESHER, PA 19025

Investment Management

$19,681

ST. ANNS HOME, INC. RETIREMENT PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. ANNS HOME, INC. RETIREMENT PLAN TRUST

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