Retirement plan

REHABILITATION SUPPORT SERVICES, INC 401(K) PLAN

Name: REHABILITATION SUPPORT SERVICES, INC. - REHABILITATION SUPPORT SERVICES, INC 401(K) PLAN (2019) 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 2019

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$21.2M

+6.7% from 2018

Total participants

730

+11.5% from 2018

Average account balance

$29,232

-4.1% from 2018

Annual return

4.26%

-2.38 pp from 2018

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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 LLC1 year Service code 15 · EIN 11-3665754	Recordkeeping	$31,575

Plan features & details

Pension benefit codes2E3D2G2J2F2T

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$32K

$67 / participant

Contract admin$32K100.0%

% of EOY assets

0.149%

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

$29,232

$62,928-53.5%

$172,752-83.1%

$67,579-56.7%

Participation rate

99.1%

64.5%+34.7pp

82.6%+16.5pp

71.3%+27.9pp

Annual return

4.26%

30.36%-26.1pp

802.97%-798.7pp

378.56%-374.3pp

Employer contribution / active EE

$1,899

$1,636+16.1%

$5,144-63.1%

$2,148-11.6%

Participant deferral / active EE

$1,005

$2,145-53.1%

$5,198-80.7%

$3,539-71.6%

Admin fee / account holder

$43

$167-73.9%

$13,955-99.7%

$142-69.4%

Provider

Service type

Compensation

ASCENSUS LLC1 year

Service code 15 · EIN 11-3665754

Recordkeeping

$31,575

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