Retirement plan

AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN

Name: AMERICAN BAPTIST HOMES OF THE MIDWEST - AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN (2017) Form 5500
Creator: AMERICAN BAPTIST HOMES OF THE MIDWEST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN, AMERICAN BAPTIST HOMES OF THE MIDWEST

AMERICAN BAPTIST HOMES OF THE MIDWESTEIN 41-0706155Plan #002PY 2017

14850 SCENIC HEIGHTS ROAD, SUITE 125 - EDEN PRAIRIE, MN 55344952-253-1486abhomes.netLinkedIn1001-5000 employeeshospital & health care

Prospect flagsLow participationLow assets / participant

Top hat statement on fileNQDC

Filed December 31, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$16.6M

+14.7% from 2016

Total participants

1,740

-16.3% from 2016

Average account balance

$13,998

+76.0% from 2016

Annual return

14.37%

+7.02 pp from 2016

Benchmarks

See 1,308 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,308 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$20.80M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

771

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.

31.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$104

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Shareholder servicing fees; Participa...	$142,660
RESOURCES INVESTMENT ADVISORS LLC1 year Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524	Investment Management	$37,154
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873	Recordkeeping Fees	$0
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2S2T

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$183K

$119 / participant

Investment mgmt$37K20.1%
Other / not subdivided$146K79.9%

% of EOY assets

1.099%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,998

$44,989-68.9%

$170,442-91.8%

$77,958-82.0%

Participation rate

63.9%

64.6%-0.7pp

83.6%-19.7pp

71.6%-7.7pp

Annual return

14.37%

19.61%-5.2pp

205.93%-191.6pp

20.87%-6.5pp

Employer contribution / active EE

$235

$1,466-84.0%

$5,433-95.7%

$2,310-89.8%

Participant deferral / active EE

$940

$2,208-57.4%

$4,939-81.0%

$3,537-73.4%

Admin fee / account holder

$154

$69+123.2%

$13,880-98.9%

$97+58.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Shareholder servicing fees; Participa...

$142,660

RESOURCES INVESTMENT ADVISORS LLC1 year

Filed as: RESOURCES INVESTMENT ADVISORS

Service code 28 · EIN 43-1451524

Investment Management

$37,154

METLIFE LIFE INSURANCE COMPANY3+ years

Filed as: METROPOLITAN LIFE INSURANCE COMPANY

Service code 64

300 DAVIDSON AVENUE · SOMERSET, NJ 08873

Recordkeeping Fees

MID ATLANTIC CAPITAL CORPORATION3+ years

Service code 33 · EIN 25-1409618

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES3+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN

Top hat statement on fileNQDC

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