Retirement plan

ARBUTUS PARK MANOR RETIREMENT SAVINGS PLAN

Name: ARBUTUS PARK MANOR - ARBUTUS PARK MANOR RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: ARBUTUS PARK MANOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARBUTUS PARK MANOR RETIREMENT SAVINGS PLAN, ARBUTUS PARK MANOR

ARBUTUS PARK MANOREIN 23-7064174Plan #001PY 2017

207 OTTAWA ST - JOHNSTOWN, PA 159042337814-266-8621LinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.7M

+8.7% from 2016

Total participants

256

+3.2% from 2016

Average account balance

$14,355

+5.3% from 2016

Annual return

15.61%

+11.41 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.31M

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

363

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.

76.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$395K

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

+9.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$82

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 2 by compensation

Provider	Service type	Compensation
AMERISERV TRUST & FINANCIAL SERVICE3+ years Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901	Bank Trustee	$18,957
KOTZAN CPA & ASSOCIATES, P.C.3+ years Filed as: KOTZAN CPA & ASSOCIATES PC Service code 10 334 BUDFIELD ST · JOHNSTOWN, PA 15904	Accounting	$6,000

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$25K

$136 / participant

Investment mgmt$19K76.0%
Other / not subdivided$6K24.0%

% of EOY assets

0.679%

all-in expense ratio

Categories reported

1 / 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: KOTZAN CPA & ASSOCIATES
Auditor EIN: 262055351
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,355

$55,453-74.1%

$170,435-91.6%

$62,293-77.0%

Participation rate

100.0%

66.4%+33.6pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

15.61%

21.38%-5.8pp

205.94%-190.3pp

28.90%-13.3pp

Employer contribution / active EE

$506

$2,164-76.6%

$5,432-90.7%

$2,042-75.2%

Participant deferral / active EE

$702

$2,303-69.5%

$4,939-85.8%

$3,169-77.9%

Admin fee / account holder

$97

$455-78.6%

$13,881-99.3%

$479-79.7%

Provider

Service type

Compensation

AMERISERV TRUST & FINANCIAL SERVICE3+ years

Service code 21

216 FRANKLIN ST · JOHNSTOWN, PA 15901

Bank Trustee

$18,957

KOTZAN CPA & ASSOCIATES, P.C.3+ years

Filed as: KOTZAN CPA & ASSOCIATES PC

Service code 10

334 BUDFIELD ST · JOHNSTOWN, PA 15904

Accounting

$6,000

ARBUTUS PARK MANOR RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARBUTUS PARK MANOR RETIREMENT 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