Retirement plan

SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN

Name: SUNSET RETIREMENT COMMUNITIES, INC. - SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN (2019) Form 5500
Creator: SUNSET RETIREMENT COMMUNITIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN, SUNSET RETIREMENT COMMUNITIES, INC.

SUNSET RETIREMENT COMMUNITIES, INC.EIN 34-4428230Plan #002PY 2019

4020 INDIAN ROAD - TOLEDO, OH 43606419-536-4645sunset-communities.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.4M

+24.1% from 2018

Total participants

310

-11.7% from 2018

Average account balance

$20,931

+1.9% from 2018

Annual return

19.28%

+23.07 pp from 2018

Benchmarks

See 5,341 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,341 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.04M

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

227

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$369K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$168

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 1 by compensation

Provider	Service type	Compensation
TRUST COMPANY OF TOLEDO5+ years Service code 21 · EIN 34-1661757	Bank Trustee	$32,922

Plan features & details

Pension benefit codes2E2G2K2M2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

$33K

$168 / participant

Other / not subdivided$33K100.0%

% of EOY assets

0.511%

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: WILLIAM VAUGHAN COMPANY
Auditor EIN: 341145015
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,931

$52,967-60.5%

$172,753-87.9%

$65,186-67.9%

Participation rate

99.0%

66.2%+32.8pp

82.6%+16.3pp

70.2%+28.8pp

Annual return

19.28%

30.12%-10.8pp

803.00%-783.7pp

29.39%-10.1pp

Employer contribution / active EE

$1,196

$2,190-45.4%

$5,144-76.8%

$2,177-45.1%

Participant deferral / active EE

$1,809

$2,471-26.8%

$5,198-65.2%

$3,514-48.5%

Admin fee / account holder

$107

$472-77.4%

$13,956-99.2%

$847-87.4%

Provider

Service type

Compensation

TRUST COMPANY OF TOLEDO5+ years

Service code 21 · EIN 34-1661757

Bank Trustee

$32,922

SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND 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