Retirement plan

DUNWOODY VILLAGE 403(B) PLAN

Name: DUNWOODY VILLAGE INC - DUNWOODY VILLAGE 403(B) PLAN (2024) Form 5500
Creator: DUNWOODY VILLAGE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUNWOODY VILLAGE 403(B) PLAN, DUNWOODY VILLAGE INC

DUNWOODY VILLAGE INCEIN 23-1379512Plan #003PY 2024

3500 WEST CHESTER PIKE - NEWTOWN SQUARE, PA 19073610-359-4590dunwoody.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$19.1M

+0.7% from 2023

Total participants

607

-7.5% from 2023

Average account balance

$33,108

+7.9% from 2023

Annual return

10.98%

-4.62 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.14M

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.

578

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.

93.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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 4 by compensation

Provider	Service type	Compensation
BPAS ACTUARIAL & PENSION SERVICES5+ years Filed as: BPAS Service code 13 · EIN 16-1503696	Contract Administrator	$30,217
M HOLDINGS SECURITIES INC1 year Service code 27 PO BOX 2207 · PORTLAND, OR 97208	Advisory (Plan)	$6,260
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$0
JKJ RETIREMENT SERVICES2 years Service code 26 109 PHEASANT RUN · NEWTON, PA 18940	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2L2G2M2T3D3H2E2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$55K

$119 / participant

Recordkeeping$30K54.9%
Investment mgmt$25K45.1%

% of EOY assets

0.288%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,108

$50,919-35.0%

$155,556-78.7%

$77,762-57.4%

Participation rate

93.7%

63.1%+30.6pp

78.2%+15.5pp

70.6%+23.1pp

Annual return

10.98%

34.84%-23.9pp

64.84%-53.9pp

31.27%-20.3pp

Employer contribution / active EE

$1,571

$1,991-21.1%

$4,675-66.4%

$2,728-42.4%

Participant deferral / active EE

$2,515

$2,824-10.9%

$5,631-55.3%

$4,651-45.9%

Admin fee / account holder

$95

$437-78.2%

$15,885-99.4%

$433-78.0%

Provider

Service type

Compensation

BPAS ACTUARIAL & PENSION SERVICES5+ years

Filed as: BPAS

Service code 13 · EIN 16-1503696

Contract Administrator

$30,217

M HOLDINGS SECURITIES INC1 year

Service code 27

PO BOX 2207 · PORTLAND, OR 97208

Advisory (Plan)

$6,260

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

JKJ RETIREMENT SERVICES2 years

Service code 26

109 PHEASANT RUN · NEWTON, PA 18940

Advisory (Participants)

DUNWOODY VILLAGE 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUNWOODY VILLAGE 403(B) 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