Retirement plan

CEDAR VILLAGE 403(B) MATCHING PLAN

Name: JEWISH HOME OF CINCINNATI, INC. - CEDAR VILLAGE 403(B) MATCHING PLAN (2017) Form 5500
Creator: JEWISH HOME OF CINCINNATI, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CEDAR VILLAGE 403(B) MATCHING PLAN, JEWISH HOME OF CINCINNATI, INC.

JEWISH HOME OF CINCINNATI, INC.dba CEDAR VILLAGEEIN 31-1345871Plan #001PY 2017

5467 CEDAR VILLAGE DR. - MASON, OH 45040513-754-3100mapleknollcommunities.comLinkedIn1001-5000 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.4M

-8.3% from 2016

Total participants

382

-15.7% from 2016

Average account balance

$14,495

+4.8% from 2016

Annual return

14.64%

+8.33 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$69K

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$69K

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

+0.00%

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

0 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
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576	Sub-transfer agency fees; Custodial (...	$49,840
AMERIPRISE FINANCIAL SERVICES INC2 years Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 10 · EIN 41-0973005	Accounting	$13,264

Plan features & details

Pension benefit codes2F2G2L2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$61K

$219 / participant

Contract admin$61K100.0%

% of EOY assets

1.390%

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: PLANTE MORAN
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,495

$46,173-68.6%

$170,435-91.5%

$69,631-79.2%

Participation rate

71.7%

63.9%+7.8pp

83.6%-11.9pp

70.7%+1.0pp

Annual return

14.64%

21.62%-7.0pp

205.94%-191.3pp

27571.02%-27556.4pp

Employer contribution / active EE

$273

$1,610-83.0%

$5,432-95.0%

$2,032-86.6%

Participant deferral / active EE

$1,636

$2,080-21.4%

$4,939-66.9%

$3,224-49.3%

Admin fee / account holder

$201

$116+73.7%

$13,881-98.5%

$110+82.4%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP3+ years

Service code 12 · EIN 93-1253576

Sub-transfer agency fees; Custodial (...

$49,840

AMERIPRISE FINANCIAL SERVICES INC2 years

Filed as: AMERIPRISE FINANCIAL SERVICES, INC.

Service code 10 · EIN 41-0973005

Accounting

$13,264

CEDAR VILLAGE 403(B) MATCHING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CEDAR VILLAGE 403(B) MATCHING 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