Retirement plan

QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY 401(K) PLAN

Name: QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY - QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY 401(K) PLAN (2017) Form 5500
Creator: QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY 401(K) PLAN, QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY

QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITYEIN 23-1314352Plan #003PY 2017

625 ROBERT FULTON HIGHWAY - QUARRYVILLE, PA 17566717-786-5494LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$16.6M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$4.1M

+19.6% from 2016

Total participants

278

+29.3% from 2016

Average account balance

$34,284

+13.5% from 2016

Annual return

14.25%

+6.61 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

$7.04M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

107

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.

43.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$493K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+41.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$452

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
EFFICIENT ADVISORS1 year Service code 27 1801 MARKET STREET · PHILADELPHIA, PA 19103	Advisory (Plan)	$8,413
PROFESSIONAL CAPITAL SERVICES, LLC1 year Service code 13 · EIN 23-3038464	Contract Administrator	$7,265
MURRAY FINANCIAL GROUP1 year Filed as: MURRAY SECURUS WEALTH MANAGEMENT Service code 27 454 NEW HOLLAND AVE. #300 · LANCASTER, PA 17602	Advisory (Plan)	$5,406

Plan features & details

Pension benefit codes2E2F2G2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$23K

$91 / participant

Investment mgmt$2K8.1%
Contract admin$14K59.2%
Other / not subdivided$8K32.7%

% of EOY assets

0.572%

all-in expense ratio

Categories reported

2 / 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
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,284

$46,173-25.7%

$170,435-79.9%

$69,631-50.8%

Participation rate

38.1%

63.9%-25.8pp

83.6%-45.5pp

70.7%-32.6pp

Annual return

14.25%

21.62%-7.4pp

205.94%-191.7pp

27571.02%-27556.8pp

Employer contribution / active EE

$409

$1,610-74.6%

$5,432-92.5%

$2,032-79.9%

Participant deferral / active EE

$1,151

$2,080-44.7%

$4,939-76.7%

$3,224-64.3%

Admin fee / account holder

$196

$116+69.1%

$13,881-98.6%

$110+77.6%

Provider

Service type

Compensation

EFFICIENT ADVISORS1 year

Service code 27

1801 MARKET STREET · PHILADELPHIA, PA 19103

Advisory (Plan)

$8,413

PROFESSIONAL CAPITAL SERVICES, LLC1 year

Service code 13 · EIN 23-3038464

Contract Administrator

$7,265

MURRAY FINANCIAL GROUP1 year

Filed as: MURRAY SECURUS WEALTH MANAGEMENT

Service code 27

454 NEW HOLLAND AVE. #300 · LANCASTER, PA 17602

Advisory (Plan)

$5,406

QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY 401(K) 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