Retirement plan

OUR SUNDAY VISITOR, INC. 401(K) PLAN

Name: OUR SUNDAY VISITOR, INC. - OUR SUNDAY VISITOR, INC. 401(K) PLAN (2018) Form 5500
Creator: OUR SUNDAY VISITOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OUR SUNDAY VISITOR, INC. 401(K) PLAN, OUR SUNDAY VISITOR, INC.

OUR SUNDAY VISITOR, INC.EIN 35-0563920Plan #002PY 2018

200 NOLL PLAZA - HUNTINGTON, IN 46750260-359-2555osv.comLinkedIn201-500 employeespublishing

Other plans on this EIN

1 filing

#001Retirement-$20.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.6M

+11.4% from 2017

Total participants

249

+3.3% from 2017

Average account balance

$21,774

+6.7% from 2017

Annual return

-4.56%

-19.74 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.25M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

389

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

$2.17M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+28.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$100

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
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$16,863
HARBOUR INVESTMENTS INC1 year Filed as: HARBOUR INVESTMENTS Service code 27 · EIN 39-1571149	Advisory (Plan)	$2,978
COMPASS FINANCIAL ADVISORS2 years Service code 27 9933 DUPONT CIRCLE WEST · FORT WAYNE, IN 46825	Advisory (Plan)	$1,575

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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.
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

$19K

$85 / participant

Investment mgmt$5K24.5%
Contract admin$14K75.5%

% of EOY assets

0.401%

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: SCHNEIDER DOWNS & CO., INC.
Auditor EIN: 251408703
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,774

$44,873-51.5%

$79,466-72.6%

$56,287-61.3%

Participation rate

83.5%

68.7%+14.7pp

73.3%+10.1pp

69.9%+13.6pp

Annual return

-4.56%

0.81%-5.4pp

718.28%-722.8pp

-9.96%+5.4pp

Employer contribution / active EE

$1,230

$2,140-42.5%

$2,800-56.1%

$2,111-41.7%

Participant deferral / active EE

$2,692

$2,746-2.0%

$3,704-27.3%

$3,350-19.6%

Admin fee / account holder

$87

$418-79.1%

$5,104-98.3%

$521-83.2%

Provider

Service type

Compensation

ASCENSUS LLC4+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$16,863

HARBOUR INVESTMENTS INC1 year

Filed as: HARBOUR INVESTMENTS

Service code 27 · EIN 39-1571149

Advisory (Plan)

$2,978

COMPASS FINANCIAL ADVISORS2 years

Service code 27

9933 DUPONT CIRCLE WEST · FORT WAYNE, IN 46825

Advisory (Plan)

$1,575

OUR SUNDAY VISITOR, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OUR SUNDAY VISITOR, INC. 401(K) 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