Retirement plan

CANTON CHRISTIAN HOME 401(K) RETIREMENT PLAN

Name: CANTON CHRISTIAN HOME - CANTON CHRISTIAN HOME 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: CANTON CHRISTIAN HOME
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CANTON CHRISTIAN HOME 401(K) RETIREMENT PLAN, CANTON CHRISTIAN HOME

CANTON CHRISTIAN HOMEEIN 34-1039414Plan #003PY 2017

2500 CLEVELAND AVENUE NW - CANTON, OH 44709330-456-0004cantonchristianhome.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.2M

+8.9% from 2016

Total participants

185

+14.9% from 2016

Average account balance

$28,228

-2.6% from 2016

Annual return

14.13%

-1325.95 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

$2.61M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

105

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.

53.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$273K

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

+10.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$244

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
FUSION CAPITAL MANAGEMENT1 year Service code 26 · EIN 27-4762004	Advisory (Participants)	$15,264
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346	Recordkeeping	$462

Plan features & details

Pension benefit codes2E2F2G2J3D

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$30K

$178 / participant

Investment mgmt$15K50.7%
Contract admin$15K49.3%

% of EOY assets

0.936%

all-in expense ratio

Categories reported

2 / 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: REA & ASSOCIATES, INC.
Auditor EIN: 341310124
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,228

$55,453-49.1%

$170,435-83.4%

$62,293-54.7%

Participation rate

58.0%

66.4%-8.4pp

83.6%-25.6pp

69.5%-11.5pp

Annual return

14.13%

21.38%-7.2pp

205.94%-191.8pp

28.90%-14.8pp

Employer contribution / active EE

$412

$2,164-80.9%

$5,432-92.4%

$2,042-79.8%

Participant deferral / active EE

$1,251

$2,303-45.7%

$4,939-74.7%

$3,169-60.5%

Admin fee / account holder

$264

$455-41.9%

$13,881-98.1%

$479-44.9%

Provider

Service type

Compensation

FUSION CAPITAL MANAGEMENT1 year

Service code 26 · EIN 27-4762004

Advisory (Participants)

$15,264

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Filed as: JOHN HANCOCK LIFE INS CO

Service code 15 · EIN 01-0233346

Recordkeeping

$462

CANTON CHRISTIAN HOME 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CANTON CHRISTIAN HOME 401(K) 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