Retirement plan

EISENHOWER CENTER 401(K) PLAN & TRUST

Name: MORIAH, INC. DBA EISENHOWER CENTER - EISENHOWER CENTER 401(K) PLAN & TRUST (2016) Form 5500
Creator: MORIAH, INC. DBA EISENHOWER CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EISENHOWER CENTER 401(K) PLAN & TRUST, MORIAH, INC. DBA EISENHOWER CENTER

MORIAH, INC. DBA EISENHOWER CENTEREIN 38-3118088Plan #001PY 2016

3200 E. EISENHOWER PARKWAY - ANN ARBOR, MI 48108313-677-0070

Other plans on this EIN

1 filing

#002Retirement-$23.7M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.5M

No prior year

Total participants

251

No prior year

Average account balance

$16,018

No prior year

Annual return

9.06%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.36M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

192

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.

88.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$347K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+22.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 · CLARKSTON, MI 48348	Advisory (Participants)	$0
FREEDOM ONE RETIREMENT SERVICES LLC1+ years Service code 15 8031 · CLARKSTON, MI 48348	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

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

$22K

$97 / participant

Contract admin$22K100.0%

% of EOY assets

0.914%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE & MORAN PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,018

$46,732-65.7%

$156,551-89.8%

$55,167-71.0%

Participation rate

57.6%

65.8%-8.2pp

84.0%-26.4pp

69.0%-11.4pp

Annual return

9.06%

17.72%-8.7pp

32.23%-23.2pp

169.23%-160.2pp

Employer contribution / active EE

$2,105-100.0%

$5,501-100.0%

$1,963-100.0%

Participant deferral / active EE

$1,109

$2,204-49.7%

$4,871-77.2%

$3,054-63.7%

Admin fee / account holder

$146

$418-65.0%

$13,028-98.9%

$504-70.9%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC1+ years

Filed as: CAPTRUST INVESTMENT ADVISORS

Service code 26

8031 · CLARKSTON, MI 48348

Advisory (Participants)

FREEDOM ONE RETIREMENT SERVICES LLC1+ years

Service code 15

8031 · CLARKSTON, MI 48348

Recordkeeping

EISENHOWER CENTER 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EISENHOWER CENTER 401(K) PLAN & TRUST

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