Retirement plan

WCV MATCHED FUND RETIREMENT PLAN

Name: WORTHINGTON CHRISTIAN VILLAGE, INC. - WCV MATCHED FUND RETIREMENT PLAN (2015) Form 5500
Creator: WORTHINGTON CHRISTIAN VILLAGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WCV MATCHED FUND RETIREMENT PLAN, WORTHINGTON CHRISTIAN VILLAGE, INC.

WORTHINGTON CHRISTIAN VILLAGE, INC.EIN 31-0945352Plan #001PY 2015

165 HIGHBLUFFS BLVD - COLUMBUS, OH 432351484614-846-6076wcv.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsLow returnsLow assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$1.4M

No prior year

Total participants

120

No prior year

Average account balance

$11,650

No prior year

Annual return

-4.01%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

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.

110.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$161K

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

+10.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16524

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

0 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
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$17,936
BDO USA, LLP1+ years Service code 27 301 SPRINGSIDE DRIVE · AKRON, OH 44333	Advisory (Plan)	$5,200
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISORS LLC Service code 27 4600 SYRACUSE ST · DENVER, CO 80237	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2K

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.
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.

Opportunity flags

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$23K

$263 / participant

Other / not subdivided$23K100.0%

% of EOY assets

1.712%

all-in expense ratio

Categories reported

0 / 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: HW&CO
Auditor EIN: 341663157
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,650

$75,832-84.6%

$147,617-92.1%

$59,633-80.5%

Participation rate

95.5%

71.6%+23.9pp

84.6%+10.8pp

68.7%+26.8pp

Annual return

-4.01%

0.37%-4.4pp

61.98%-66.0pp

2041.45%-2045.5pp

Employer contribution / active EE

$816

$3,485-76.6%

$5,564-85.3%

$2,203-62.9%

Participant deferral / active EE

$1,019

$3,131-67.5%

$4,895-79.2%

$3,192-68.1%

Admin fee / account holder

$199

$5,986-96.7%

$11,612-98.3%

$4,297-95.4%

Provider

Service type

Compensation

NATIONWIDE1+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$17,936

BDO USA, LLP1+ years

Service code 27

301 SPRINGSIDE DRIVE · AKRON, OH 44333

Advisory (Plan)

$5,200

CETERA ADVISOR NETWORKS LLC1+ years

Filed as: CETERA ADVISORS LLC

Service code 27

4600 SYRACUSE ST · DENVER, CO 80237

Advisory (Plan)

WCV MATCHED FUND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WCV MATCHED FUND 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