Retirement plan

MORAVIAN MANOR, INC. MONEY PURCHASE PENSION PLAN

Name: MORAVIAN MANOR, INC. - MORAVIAN MANOR, INC. MONEY PURCHASE PENSION PLAN (2017) Form 5500
Creator: MORAVIAN MANOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORAVIAN MANOR, INC. MONEY PURCHASE PENSION PLAN, MORAVIAN MANOR, INC.

MORAVIAN MANOR, INC.EIN 14-0810461Plan #001PY 2017

300 WEST LEMON STREET - LITITZ, PA 17543717-626-0214

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.9M

+19.8% from 2016

Total participants

286

-4.3% from 2016

Average account balance

$27,996

+24.9% from 2016

Annual return

15.99%

+8.99 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.86M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

267

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.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$250K

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

+10.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$234

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
FULTON FINANCIAL ADVISORS3+ years Service code 15 · EIN 23-1928421	Recordkeeping	$46,649
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 16 · EIN 39-0859910	Consulting	$10,296

Plan features & details

Pension benefit codes2C2G2T3D2F

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

Expense breakdown

Schedule H Part II

Admin total

$57K

$238 / participant

Investment mgmt$47K81.9%
Other / not subdivided$10K18.1%

% of EOY assets

0.719%

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: BAKER TILLY VIRCHOW KRAUSE LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,996

$55,453-49.5%

$170,435-83.6%

$62,293-55.1%

Participation rate

98.7%

66.4%+32.4pp

83.6%+15.1pp

69.5%+29.2pp

Annual return

15.99%

21.38%-5.4pp

205.94%-189.9pp

28.90%-12.9pp

Employer contribution / active EE

$1,780

$2,164-17.7%

$5,432-67.2%

$2,042-12.8%

Participant deferral / active EE

$2,303-100.0%

$4,939-100.0%

$3,169-100.0%

Admin fee / account holder

$201

$455-55.8%

$13,881-98.6%

$479-58.0%

Provider

Service type

Compensation

FULTON FINANCIAL ADVISORS3+ years

Service code 15 · EIN 23-1928421

Recordkeeping

$46,649

BAKER TILLY US, LLP3+ years

Filed as: BAKER TILLY VIRCHOW KRAUSE LLP

Service code 16 · EIN 39-0859910

Consulting

$10,296

MORAVIAN MANOR, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORAVIAN MANOR, INC. MONEY PURCHASE PENSION 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