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 (2021) 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 2021

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

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$4.3M

+20.0% from 2020

Total participants

210

+1.9% from 2020

Average account balance

$30,556

+21.7% from 2020

Annual return

14.61%

+0.41 pp from 2020

Benchmarks

See 5,351 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,351 peers

Snapshot2021

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 5 by compensation

Provider	Service type	Compensation
ALLIANCE PENSION CONSULTANTS, LLC7+ years Filed as: ALLIANT INSURANCE SERVICES Service code 13 DBA ALLIANT RETIREMENT · NEW YORK, NY 100872052	Contract Administrator	$9,997
GREAT-WEST LIFE & ANNUITY INSURANCE7+ years Filed as: GREAT WEST LIFE & ANNUITY INS COM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$7,454
CETERA ADVISOR NETWORKS LLC1 year Filed as: CETERA ADVISER NETWORKS LLC Service code 55	Other Commissions	$4,171
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,093
CETERA ADVISOR NETWORKS LLC1 year Filed as: CETERA ADVISOR NETWORDS LLC Service code 55 2301 ROSECRANS AVE · EL SEGUNDA, CA 902455670	Other Commissions	$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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$13K

$77 / participant

Contract admin$13K100.0%

% of EOY assets

0.310%

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: CLIFTONLARSONALLENLLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,556

$61,166-50.0%

$185,849-83.6%

$79,391-61.5%

Participation rate

59.3%

66.6%-7.3pp

81.7%-22.4pp

70.7%-11.4pp

Annual return

14.61%

19.45%-4.8pp

122.10%-107.5pp

116.88%-102.3pp

Employer contribution / active EE

$2,321-100.0%

$5,169-100.0%

$2,428-100.0%

Participant deferral / active EE

$1,791

$2,789-35.8%

$5,569-67.8%

$4,046-55.7%

Admin fee / account holder

$95

$710-86.7%

$16,244-99.4%

$627-84.9%

Provider

Service type

Compensation

ALLIANCE PENSION CONSULTANTS, LLC7+ years

Filed as: ALLIANT INSURANCE SERVICES

Service code 13

DBA ALLIANT RETIREMENT · NEW YORK, NY 100872052

Contract Administrator

$9,997

GREAT-WEST LIFE & ANNUITY INSURANCE7+ years

Filed as: GREAT WEST LIFE & ANNUITY INS COM

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$7,454

CETERA ADVISOR NETWORKS LLC1 year

Filed as: CETERA ADVISER NETWORKS LLC

Service code 55

Other Commissions

$4,171

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: ADVISED ASSETS GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,093

CETERA ADVISOR NETWORKS LLC1 year

Filed as: CETERA ADVISOR NETWORDS LLC

Service code 55

2301 ROSECRANS AVE · EL SEGUNDA, CA 902455670

Other Commissions

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