Retirement plan

ARISTACARE AT MEADOW SPRINGS, LLC 401(K) PLAN

Name: ARISTACARE AT MEADOW SPRINGS, LLC - ARISTACARE AT MEADOW SPRINGS, LLC 401(K) PLAN (2015) Form 5500
Creator: ARISTACARE AT MEADOW SPRINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARISTACARE AT MEADOW SPRINGS, LLC 401(K) PLAN, ARISTACARE AT MEADOW SPRINGS, LLC

ARISTACARE AT MEADOW SPRINGS, LLCEIN 20-4755042Plan #001PY 2015

845 EAST GERMANTOWN PIKE - PLYMOUTH MEETING, PA 19462610-279-7300meadowspringscenter.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$712K

No prior year

Total participants

155

No prior year

Average account balance

$13,961

No prior year

Annual return

-4.48%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.95M

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

368

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.

47.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.02M

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

+10.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$121

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
NATIONWIDE1+ years Service code 15	Recordkeeping	$13,601
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 15 · EIN 11-3401702	Recordkeeping	$5,797
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: ING INS SERVICES INC Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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: DAVID FISCH & CO CPAS PA
Auditor EIN: 133624679
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,961

$46,360-69.9%

$147,617-90.5%

$52,331-73.3%

Participation rate

32.0%

64.9%-32.9pp

84.6%-52.6pp

68.1%-36.1pp

Annual return

-4.48%

1.62%-6.1pp

61.98%-66.5pp

4.54%-9.0pp

Employer contribution / active EE

$261

$2,126-87.7%

$5,565-95.3%

$1,882-86.1%

Participant deferral / active EE

$770

$2,258-65.9%

$4,895-84.3%

$3,022-74.5%

Admin fee / account holder

$766-100.0%

$11,611-100.0%

$592-100.0%

Provider

Service type

Compensation

NATIONWIDE1+ years

Service code 15

Recordkeeping

$13,601

INTAC ACTUARIAL SERVICES1+ years

Filed as: INTAC ACTUARIAL SERVICES, INC

Service code 15 · EIN 11-3401702

Recordkeeping

$5,797

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: ING INS SERVICES INC

Service code 15

Recordkeeping

ARISTACARE AT MEADOW SPRINGS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARISTACARE AT MEADOW SPRINGS, LLC 401(K) PLAN

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