Retirement plan

REBEKAH REHAB & EXTENDED CARE CENTER 401(K) PLAN

Name: UNITED ODD FELLOW AND REBEKAH HOME - REBEKAH REHAB & EXTENDED CARE CENTER 401(K) PLAN (2018) Form 5500
Creator: UNITED ODD FELLOW AND REBEKAH HOME
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REBEKAH REHAB & EXTENDED CARE CENTER 401(K) PLAN, UNITED ODD FELLOW AND REBEKAH HOME

UNITED ODD FELLOW AND REBEKAH HOMEEIN 13-1740053Plan #002PY 2018

1072 HAVEMEYER AVENUE - BRONX, NY 10462718-863-6200LinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.8M

-5.8% from 2017

Total participants

100

-13.8% from 2017

Average account balance

$47,812

+9.3% from 2017

Annual return

-4.86%

-18.48 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.99M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

197

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$855K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$274

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 3 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070	Contract Administrator	$25,222
TPA CORPORATION2 years Filed as: TPA AT TIME FEE WITHDRAWAL Service code 15 · EIN 22-2628317	Recordkeeping	$8,036
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805	Advisory (Participants)	$4,978

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$38K

$571 / participant

Contract admin$2K4.7%
Other / not subdivided$36K95.3%

% of EOY assets

0.800%

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: BKD LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,812

$75,962-37.1%

$154,108-69.0%

$64,173-25.5%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-4.86%

30.32%-35.2pp

735.21%-740.1pp

7.63%-12.5pp

Employer contribution / active EE

$3,740

$3,350+11.6%

$5,298-29.4%

$2,381+57.1%

Participant deferral / active EE

$3,635

$3,175+14.5%

$5,081-28.4%

$3,470+4.8%

Admin fee / account holder

$382

$5,589-93.2%

$13,411-97.1%

$4,887-92.2%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION2 years

Service code 13 · EIN 35-1140070

Contract Administrator

$25,222

TPA CORPORATION2 years

Filed as: TPA AT TIME FEE WITHDRAWAL

Service code 15 · EIN 22-2628317

Recordkeeping

$8,036

STADION MONEY MANAGEMENT2 years

Service code 26 · EIN 58-2099805

Advisory (Participants)

$4,978

REBEKAH REHAB & EXTENDED CARE CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REBEKAH REHAB & EXTENDED CARE CENTER 401(K) 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