Retirement plan

PSYCHOTHERAPEUTIC 401(K) PROFIT SHARING PLAN AND TRUST

Name: PSYCHOTHERAPEUTIC EVALUATIONAL PROGRAMS, INC. - PSYCHOTHERAPEUTIC 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: PSYCHOTHERAPEUTIC EVALUATIONAL PROGRAMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PSYCHOTHERAPEUTIC 401(K) PROFIT SHARING PLAN AND TRUST, PSYCHOTHERAPEUTIC EVALUATIONAL PROGRAMS, INC.

PSYCHOTHERAPEUTIC EVALUATIONAL PROGRAMS, INC.EIN 11-3080875Plan #001PY 2017

8460 PARSONS BOULEVARD - JAMAICA, NY 11432718-298-6161

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+85.0% from 2016

Total participants

179

+26.1% from 2016

Average account balance

$6,689

+12.6% from 2016

Annual return

20.59%

+10.92 pp from 2016

Benchmarks

See 1,431 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,431 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.07M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

196

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.

99.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$433

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
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$910
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$455

$3 / participant

Other / not subdivided$455100.0%

% of EOY assets

0.038%

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: BONADIO & CO, LLP
Auditor EIN: 161131146
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,689

$57,976-88.5%

$63,018-89.4%

$62,293-89.3%

Participation rate

100.0%

75.9%+24.1pp

74.8%+25.2pp

69.5%+30.5pp

Annual return

20.59%

17.54%+3.1pp

87.62%-67.0pp

28.90%-8.3pp

Employer contribution / active EE

$1,880

$2,415-22.2%

$2,761-31.9%

$2,042-8.0%

Participant deferral / active EE

$1,351

$2,956-54.3%

$3,330-59.4%

$3,169-57.4%

Admin fee / account holder

$276-99.1%

$3,601-99.9%

$479-99.5%

Provider

Service type

Compensation

ADP BROKER-DEALER3+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$910

ADP BROKER-DEALER3+ years

Service code 49 · EIN 22-3319984

Other Services

PSYCHOTHERAPEUTIC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PSYCHOTHERAPEUTIC 401(K) PROFIT SHARING PLAN AND TRUST

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