Retirement plan

THE ARC OF BLACKSTONE VALLEY PROFIT SHARING PLAN

Name: THE ARC OF BLACKSTONE VALLEY - THE ARC OF BLACKSTONE VALLEY PROFIT SHARING PLAN (2016) Form 5500
Creator: THE ARC OF BLACKSTONE VALLEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ARC OF BLACKSTONE VALLEY PROFIT SHARING PLAN, THE ARC OF BLACKSTONE VALLEY

THE ARC OF BLACKSTONE VALLEYEIN 05-0300152Plan #001PY 2016

500 PROSPECT STREET - PAWTUCKET, RI 02860401-727-0150bvcriarc.orgLinkedIn201-500 employeesmedical practice

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed March 18, 2006

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)

$5.8M

+2.6% from 2015

Total participants

260

-2.3% from 2015

Average account balance

$24,996

+4.8% from 2015

Annual return

6.06%

+6.75 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.33M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

207

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.

84.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$258K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$103

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 3 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$46,514
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483	Advisory (Plan)	$13,689
THE ANGELL PENSION GROUP, INC.1 year Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202	Other Fees	$6,023

Plan features & details

Pension benefit codes2A2E2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
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.

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: CITRIN COOPERMAN & COMPANY, LLP
Auditor EIN: 222428965
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,996

$46,732-46.5%

$156,551-84.0%

$55,167-54.7%

Participation rate

86.2%

65.8%+20.4pp

84.0%+2.2pp

69.0%+17.2pp

Annual return

6.06%

17.72%-11.7pp

32.23%-26.2pp

169.23%-163.2pp

Employer contribution / active EE

$703

$2,105-66.6%

$5,501-87.2%

$1,963-64.2%

Participant deferral / active EE

$2,204-100.0%

$4,871-100.0%

$3,054-100.0%

Admin fee / account holder

$418-100.0%

$13,028-100.0%

$504-100.0%

Provider

Service type

Compensation

NATIONWIDE2+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$46,514

COMMONWEALTH FINANCIAL NETWORK2+ years

Service code 27

29 SAWYER ROAD · WALTHAM, MA 024533483

Advisory (Plan)

$13,689

THE ANGELL PENSION GROUP, INC.1 year

Filed as: THE ANGELL PENSION GROUP INC

Service code 99 · EIN 04-2530412

88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202

Other Fees

$6,023

THE ARC OF BLACKSTONE VALLEY PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE ARC OF BLACKSTONE VALLEY PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion