Retirement plan

THE WILF CAMPUS FOR SENIOR LIVING RETIREMENT PLAN

Name: THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING - THE WILF CAMPUS FOR SENIOR LIVING RETIREMENT PLAN (2016) Form 5500
Creator: THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WILF CAMPUS FOR SENIOR LIVING RETIREMENT PLAN, THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING

THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVINGEIN 52-1624834Plan #001PY 2016

350 DEMOTT LANE - SOMERSET, NJ 08873732-568-1115

Prospect flagsRecently reached 100 employeesCorrective distributions

How to read this page

Total assets (EOY)

$2.4M

+10.5% from 2015

Total participants

127

+4.1% from 2015

Average account balance

$19,116

-43.4% from 2015

Annual return

9.26%

+10.73 pp from 2015

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

$3.68M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

165

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.

75.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$346K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$135

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
GREAT-WEST LIFE & ANNUITY INSURANCE2+ years Filed as: GREAT WEST LIFE & ANNUITY INS COM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$288
ALLIANCE PENSION CONSULTANTS, LLC2+ years Filed as: ALLIANT INSURANCE SERVICES Service code 13 320 W 57TH STREET · NEW YORK, NY 10019	Contract Administrator	$0

Plan features & details

Pension benefit codes2H2F2G2J2K

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$40

$0 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,116

$46,732-59.1%

$156,551-87.8%

$55,167-65.3%

Participation rate

100.0%

65.8%+34.2pp

84.0%+16.0pp

69.0%+31.0pp

Annual return

9.26%

17.72%-8.5pp

32.23%-23.0pp

169.23%-160.0pp

Employer contribution / active EE

$2,105-100.0%

$5,501-100.0%

$1,963-100.0%

Participant deferral / active EE

$2,401

$2,204+8.9%

$4,871-50.7%

$3,054-21.4%

Admin fee / account holder

$418-99.9%

$13,028-100.0%

$504-99.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2+ years

Filed as: GREAT WEST LIFE & ANNUITY INS COM

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$288

ALLIANCE PENSION CONSULTANTS, LLC2+ years

Filed as: ALLIANT INSURANCE SERVICES

Service code 13

320 W 57TH STREET · NEW YORK, NY 10019

Contract Administrator

THE WILF CAMPUS FOR SENIOR LIVING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WILF CAMPUS FOR SENIOR LIVING 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