Retirement plan

MORAVIAN VILLAGE OF BETHLEHEM RETIREMENT PLAN

Name: MORAVIAN VILLAGE OF BETHLEHEM - MORAVIAN VILLAGE OF BETHLEHEM RETIREMENT PLAN (2023) Form 5500
Creator: MORAVIAN VILLAGE OF BETHLEHEM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORAVIAN VILLAGE OF BETHLEHEM RETIREMENT PLAN, MORAVIAN VILLAGE OF BETHLEHEM

MORAVIAN VILLAGE OF BETHLEHEMEIN 23-3022262Plan #001PY 2023

526 WOOD STREET - BETHLEHEM, PA 18018610-625-4885moravianvillage.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$997K

+59.5% from 2022

Total participants

154

0.0% from 2022

Average account balance

$6,475

+59.5% from 2022

Annual return

18.98%

+36.83 pp from 2022

Benchmarks

See 5,708 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,708 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

160

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$260K

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

+12.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$28 / participant

Investment mgmt$4K100.0%

% of EOY assets

0.351%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CAMPBELL, RAPPOLD & YURASITS LLP
Auditor EIN: 231386942
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,475

$61,356-89.4%

$149,696-95.7%

$71,511-90.9%

Participation rate

100.0%

62.5%+37.5pp

78.8%+21.2pp

67.9%+32.1pp

Annual return

18.98%

35.86%-16.9pp

134.46%-115.5pp

28.86%-9.9pp

Employer contribution / active EE

$772

$2,382-67.6%

$4,821-84.0%

$2,589-70.2%

Participant deferral / active EE

$1,455

$2,920-50.2%

$5,682-74.4%

$4,291-66.1%

Admin fee / account holder

$23

$1,263-98.2%

$13,212-99.8%

$1,588-98.6%

MORAVIAN VILLAGE OF BETHLEHEM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORAVIAN VILLAGE OF BETHLEHEM RETIREMENT 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