Retirement plan

REHABILITATION SUPPORT SERVICES, INC 401(K) PLAN

Name: REHABILITATION SUPPORT SERVICES, INC. - REHABILITATION SUPPORT SERVICES, INC 401(K) PLAN (2018) Form 5500
Creator: REHABILITATION SUPPORT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REHABILITATION SUPPORT SERVICES, INC 401(K) PLAN, REHABILITATION SUPPORT SERVICES, INC.

REHABILITATION SUPPORT SERVICES, INC.EIN 14-1609149Plan #001PY 2018

5172 WESTERN TURNPIKE - ALTAMONT, NY 12009518-579-4239LinkedIn201-500 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$19.9M

+7.6% from 2017

Total participants

655

-3.4% from 2017

Average account balance

$30,469

+11.8% from 2017

Annual return

6.63%

-5.64 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.33M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

757

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.34M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$120

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
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$9,740

Plan features & details

Pension benefit codes2E3D2G2J2F2T3H

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$10K

$26 / participant

Contract admin$10K100.0%

% of EOY assets

0.049%

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: MARVIN & COMPANY
Auditor EIN: 141567343
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,469

$37,196-18.1%

$154,111-80.2%

$55,725-45.3%

Participation rate

99.5%

64.1%+35.4pp

83.0%+16.4pp

70.9%+28.6pp

Annual return

6.63%

1319.68%-1313.0pp

735.18%-728.6pp

244.93%-238.3pp

Employer contribution / active EE

$2,306

$1,614+42.9%

$5,298-56.5%

$2,078+11.0%

Participant deferral / active EE

$1,184

$2,068-42.8%

$5,081-76.7%

$3,356-64.7%

Admin fee / account holder

$15

$102-85.3%

$13,411-99.9%

$115-87.1%

Provider

Service type

Compensation

ASCENSUS LLC3+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$9,740

REHABILITATION SUPPORT SERVICES, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REHABILITATION SUPPORT SERVICES, INC 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