Retirement plan

ST. ANNS HOME, INC. RETIREMENT PLAN TRUST

Name: ST. ANN'S HOME, INC. - ST. ANNS HOME, INC. RETIREMENT PLAN TRUST (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$20.6M

+22.9% from 2018

Total participants

376

-1.1% from 2018

Average account balance

$55,954

+24.5% from 2018

Annual return

21.40%

+25.57 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

$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 CORPORATION3 years Filed as: LINCOLN INVEST. PLANNING Service code 70 · EIN 23-1702591 84 STATE ST STE 740 · BOSTON, MA 02109	Consulting Fees	$44,162
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 28 · EIN 11-3665754 200 DRYDEN RD E · DRESHER, PA 19025	Investment Management	$34,403

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

$76K

$301 / participant

Contract admin$71K93.8%
Other / not subdivided$5K6.2%

% of EOY assets

0.366%

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

$55,954

$62,928-11.1%

$172,752-67.6%

$67,579-17.2%

Participation rate

97.2%

64.5%+32.7pp

82.6%+14.6pp

71.3%+25.9pp

Annual return

21.40%

30.36%-9.0pp

802.97%-781.6pp

378.56%-357.2pp

Employer contribution / active EE

$2,780

$1,636+69.9%

$5,144-45.9%

$2,148+29.5%

Participant deferral / active EE

$2,936

$2,145+36.9%

$5,198-43.5%

$3,539-17.0%

Admin fee / account holder

$205

$167+22.9%

$13,955-98.5%

$142+43.9%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION3 years

Filed as: LINCOLN INVEST. PLANNING

Service code 70 · EIN 23-1702591

84 STATE ST STE 740 · BOSTON, MA 02109

Consulting Fees

$44,162

ASCENSUS LLC5+ years

Filed as: ASCENSUS

Service code 28 · EIN 11-3665754

200 DRYDEN RD E · DRESHER, PA 19025

Investment Management

$34,403

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