Retirement plan

DELAWARE VALLEY COMMUNITY HEALTH, INC. RETIREMENT AND SAVINGS PLAN

Name: DELAWARE VALLEY COMMUNITY HEALTH, INC. - DELAWARE VALLEY COMMUNITY HEALTH, INC. RETIREMENT AND SAVINGS PLAN (2016) Form 5500
Creator: DELAWARE VALLEY COMMUNITY HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELAWARE VALLEY COMMUNITY HEALTH, INC. RETIREMENT AND SAVINGS PLAN, DELAWARE VALLEY COMMUNITY HEALTH, INC.

DELAWARE VALLEY COMMUNITY HEALTH, INC.EIN 23-2077750Plan #001PY 2016

1412-22 FAIRMOUNT AVENUE - PHILADELPHIA, PA 19130215-235-9600dvch.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$19.9M

+11.8% from 2015

Total participants

298

+2.4% from 2015

Average account balance

$71,971

+4.9% from 2015

Annual return

8.93%

+9.59 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

$43.52M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

462

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.

80.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118

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
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 12 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607	Claims processing; Direct payment fro...	$10,514
THE CONESTOGA GROUP2+ years Service code 27 · EIN 23-2472585 SWEDESFORD CORP CENTER · FRAZER, PA 19355	Advisory (Plan)	$8,714
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 P.O. BOX 17748 · DENVER, CO 802177748	Securities Custodian	$8,487
ASSOCIATED BENEFIT PLANNERS, LTD.2+ years Filed as: ASSOCIATED BENEFIT PLANNERS, LTD Service code 15 · EIN 23-2250214 215 WEST CHURCH ROAD · KING OF PRUSSIA, PA 19406	Recordkeeping	$8,360

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
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.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$36K

$165 / participant

Investment mgmt$9K24.2%
Contract admin$19K52.7%
Other / not subdivided$8K23.2%

% of EOY assets

0.181%

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: TORRILLO & ASSOCIATES, LLC
Auditor EIN: 830414789
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,971

$46,732+54.0%

$156,551-54.0%

$55,167+30.5%

Participation rate

90.4%

65.8%+24.6pp

84.0%+6.4pp

69.0%+21.4pp

Annual return

8.93%

17.72%-8.8pp

32.23%-23.3pp

169.23%-160.3pp

Employer contribution / active EE

$3,373

$2,105+60.2%

$5,501-38.7%

$1,963+71.9%

Participant deferral / active EE

$2,975

$2,204+35.0%

$4,871-38.9%

$3,054-2.6%

Admin fee / account holder

$130

$418-68.9%

$13,028-99.0%

$504-74.2%

Provider

Service type

Compensation

ASPIRE FINANCIAL SERVICES2+ years

Filed as: ASPIRE FINANCIAL SERVICES, LLC

Service code 12 · EIN 27-1033755

4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607

Claims processing; Direct payment fro...

$10,514

THE CONESTOGA GROUP2+ years

Service code 27 · EIN 23-2472585

SWEDESFORD CORP CENTER · FRAZER, PA 19355

Advisory (Plan)

$8,714

TD AMERITRADE, INC.2+ years

Filed as: TD AMERITRADE

Service code 19 · EIN 20-0937408

P.O. BOX 17748 · DENVER, CO 802177748

Securities Custodian

$8,487

ASSOCIATED BENEFIT PLANNERS, LTD.2+ years

Filed as: ASSOCIATED BENEFIT PLANNERS, LTD

Service code 15 · EIN 23-2250214

215 WEST CHURCH ROAD · KING OF PRUSSIA, PA 19406

Recordkeeping

$8,360

DELAWARE VALLEY COMMUNITY HEALTH, INC. RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELAWARE VALLEY COMMUNITY HEALTH, INC. RETIREMENT AND SAVINGS 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