Retirement plan

WEIRTON GERIATRIC CENTER RETIREMENT PLAN

Name: WEIRTON GERIATRIC CENTER - WEIRTON GERIATRIC CENTER RETIREMENT PLAN (2018) Form 5500
Creator: WEIRTON GERIATRIC CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEIRTON GERIATRIC CENTER RETIREMENT PLAN, WEIRTON GERIATRIC CENTER

WEIRTON GERIATRIC CENTEREIN 55-0606587Plan #001PY 2018

2525 PENNSYLVANIA AVE - WEIRTON, WV 260623634304-723-4300serravillage.comLinkedIn201-500 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$22.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.3M

+2.3% from 2017

Total participants

216

+8.0% from 2017

Average account balance

$20,272

-10.8% from 2017

Annual return

3.52%

-17.02 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.88M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

252

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$525K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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 1 by compensation

Provider	Service type	Compensation
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400	Recordkeeping	$5,760

Plan features & details

Pension benefit codes2E2G2J3D3H2F2T

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$30 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.135%

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: HERBEIN & COMPANY, INC.
Auditor EIN: 232415973
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,272

$47,977-57.7%

$154,111-86.8%

$56,287-64.0%

Participation rate

96.9%

66.2%+30.7pp

83.0%+13.8pp

69.9%+27.0pp

Annual return

3.52%

3.54%0pp

735.18%-731.7pp

-9.96%+13.5pp

Employer contribution / active EE

$834

$2,169-61.5%

$5,298-84.3%

$2,111-60.5%

Participant deferral / active EE

$780

$2,392-67.4%

$5,081-84.6%

$3,350-76.7%

Admin fee / account holder

$27

$438-93.7%

$13,411-99.8%

$521-94.7%

Provider

Service type

Compensation

AMERITAS LIFE INSURANCE CORP4+ years

Filed as: AMERITAS LIFE INSURANCE CORP.

Service code 15 · EIN 47-0098400

Recordkeeping

$5,760

WEIRTON GERIATRIC CENTER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEIRTON GERIATRIC CENTER 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