Retirement plan

ARCHWAY STATION, INC. 401K RETIREMENT PLAN

Name: ARCHWAY STATION, INC. - ARCHWAY STATION, INC. 401K RETIREMENT PLAN (2017) Form 5500
Creator: ARCHWAY STATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHWAY STATION, INC. 401K RETIREMENT PLAN, ARCHWAY STATION, INC.

ARCHWAY STATION, INC.EIN 52-1191018Plan #001PY 2017

45 QUEEN ST. - CUMBERLAND, MD 215022204301-777-1700archwaystation.netLinkedIn11-50 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.4M

+14.8% from 2016

Total participants

120

-5.5% from 2016

Average account balance

$44,680

+14.8% from 2016

Annual return

14.26%

+7.35 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.24M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

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.

42.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$377K

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

+15.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7292

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

0 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 28 · EIN 59-3331424 3030 N ROCKY PT DR SUITE 700 · TAMPA, FL 33607	Investment Management	$10,356
MORNINGSTAR1 year Service code 28 22 WEST WASHINGTON STREET · CHICAGO, IL 60602	Investment Management	$2,463
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 1110 · VALLEY FORGE, PA 19482	Recordkeeping	$2,201
TIGERS EYE BENEFITS CONSULTING3+ years Service code 14 147 WEST WASHINGTON ST · HAGERSTOWN, MD 21740	Plan Administrator	$135

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

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

$11K

$96 / participant

Contract admin$11K100.0%

% of EOY assets

0.464%

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: TURNBULL HOOVER & KAHL P.A. CPA
Auditor EIN: 521518807
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,680

$55,453-19.4%

$170,436-73.8%

$62,293-28.3%

Participation rate

41.7%

66.4%-24.6pp

83.6%-41.9pp

69.5%-27.8pp

Annual return

14.26%

21.38%-7.1pp

205.94%-191.7pp

28.90%-14.6pp

Employer contribution / active EE

$705

$2,164-67.4%

$5,433-87.0%

$2,042-65.5%

Participant deferral / active EE

$734

$2,303-68.1%

$4,939-85.1%

$3,169-76.8%

Admin fee / account holder

$207

$455-54.4%

$13,880-98.5%

$479-56.7%

Provider

Service type

Compensation

INDEPENDENT FINANCIAL PARTNERS3+ years

Service code 28 · EIN 59-3331424

3030 N ROCKY PT DR SUITE 700 · TAMPA, FL 33607

Investment Management

$10,356

MORNINGSTAR1 year

Service code 28

22 WEST WASHINGTON STREET · CHICAGO, IL 60602

Investment Management

$2,463

THE VANGUARD GROUP, INC.3+ years

Filed as: THE VANGUARD GROUP

Service code 15 · EIN 23-1945930

PO BOX 1110 · VALLEY FORGE, PA 19482

Recordkeeping

$2,201

TIGERS EYE BENEFITS CONSULTING3+ years

Service code 14

147 WEST WASHINGTON ST · HAGERSTOWN, MD 21740

Plan Administrator

$135

ARCHWAY STATION, INC. 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCHWAY STATION, INC. 401K 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