Retirement plan

SAINT JOHN'S COMMUNITIES, INC. PENSION BENEFIT PLAN

Name: SAINT JOHNS COMMUNITIES, INC. - SAINT JOHN'S COMMUNITIES, INC. PENSION BENEFIT PLAN (2020) Form 5500
Creator: SAINT JOHNS COMMUNITIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAINT JOHN'S COMMUNITIES, INC. PENSION BENEFIT PLAN, SAINT JOHNS COMMUNITIES, INC.

SAINT JOHNS COMMUNITIES, INC.EIN 39-0807204Plan #003PY 2020

1840 N PROSPECT AVE - MILWAUKEE, WI 532021975414-272-2022LinkedIn201-500 employeesmedical practice

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$2.9M

+12.1% from 2019

Total participants

156

+9.9% from 2019

Average account balance

$24,069

+6.6% from 2019

Annual return

12.35%

-7.24 pp from 2019

Benchmarks

See 5,415 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,415 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.67M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

174

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.

50.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$454K

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

+9.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$103

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
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290	Contract Administrator	$13,509
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417	Other Services	$3,433
WILSHIRE ASSOCIATES INCORPORATED3 years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2T3D

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$14K

$102 / participant

Contract admin$14K100.0%

% of EOY assets

0.460%

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: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,069

$58,888-59.1%

$178,499-86.5%

$73,493-67.2%

Participation rate

74.2%

66.2%+8.0pp

81.9%-7.7pp

70.7%+3.6pp

Annual return

12.35%

24.86%-12.5pp

151.10%-138.8pp

28.51%-16.2pp

Employer contribution / active EE

$2,022

$2,236-9.6%

$5,011-59.7%

$2,270-10.9%

Participant deferral / active EE

$2,568-100.0%

$5,202-100.0%

$3,740-100.0%

Admin fee / account holder

$111

$400-72.3%

$13,986-99.2%

$513-78.4%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY6+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$13,509

CETERA ADVISOR NETWORKS LLC3 years

Filed as: CETERA ADVISOR NETWORKS INSURANCE S

Service code 49 · EIN 33-0232417

Other Services

$3,433

WILSHIRE ASSOCIATES INCORPORATED3 years

Service code 27 · EIN 95-2755361

Advisory (Plan)

SAINT JOHN'S COMMUNITIES, INC. PENSION BENEFIT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAINT JOHN'S COMMUNITIES, INC. PENSION BENEFIT 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