Retirement plan

ARBUTUS PARK MANOR RETIREMENT SAVINGS PLAN

Name: ARBUTUS PARK MANOR - ARBUTUS PARK MANOR RETIREMENT SAVINGS PLAN (2022) 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 2022

207 OTTAWA STREET - JOHNSTOWN, PA 15904814-266-8621LinkedIn1-10 employeesindividual & family services

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$4.6M

-19.2% from 2021

Total participants

342

+1.2% from 2021

Average account balance

$14,884

-19.7% from 2021

Annual return

-12.80%

-27.08 pp from 2021

Benchmarks

See 5,350 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,350 peers

Snapshot2022

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 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2 years Service code 15 · EIN 13-3689044	Recordkeeping	$31,449
JP MORGAN INVESTMENT MANAGEMENT INC2 years Filed as: NYLIFE SECURITIES LLC Service code 22 · EIN 27-0145686	Insurance Broker	$12,325
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS, I NC Service code 15 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237	Recordkeeping	$2,665

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

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

$34K

$187 / participant

Investment mgmt$34K100.0%

% of EOY assets

0.744%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,884

$65,083-77.1%

$143,788-89.6%

$66,930-77.8%

Participation rate

81.3%

65.2%+16.1pp

80.3%+1.0pp

69.8%+11.5pp

Annual return

-12.80%

-11.13%-1.7pp

-0.03%-12.8pp

1.57%-14.4pp

Employer contribution / active EE

$506

$2,361-78.6%

$4,952-89.8%

$2,545-80.1%

Participant deferral / active EE

$1,149

$2,920-60.6%

$5,638-79.6%

$4,238-72.9%

Admin fee / account holder

$111

$502-78.0%

$14,675-99.2%

$593-81.3%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Service code 15 · EIN 13-3689044

Recordkeeping

$31,449

JP MORGAN INVESTMENT MANAGEMENT INC2 years

Filed as: NYLIFE SECURITIES LLC

Service code 22 · EIN 27-0145686

Insurance Broker

$12,325

METRO BENEFITS, INC.2 years

Filed as: METRO BENEFITS, I NC

Service code 15 · EIN 25-1541083

8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237

Recordkeeping

$2,665

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