Retirement plan

REHABILITATION SUPPORT SERVICES, INC 401(K) PLAN

Name: REHABILITATION SUPPORT SERVICES, INC - REHABILITATION SUPPORT SERVICES, INC 401(K) PLAN (2020) 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, INCEIN 14-1609149Plan #001PY 2020

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$21.5M

+1.2% from 2019

Total participants

786

+7.7% from 2019

Average account balance

$27,529

-5.8% from 2019

Annual return

1.07%

-3.18 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

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 2 by compensation

Provider	Service type	Compensation
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754	Recordkeeping	$60,235
REHABILITATION SUPPORT SERVICES1 year Service code 10 5172 WESTERN TPK. · ALTAMONT, NY 12009	Accounting	$12,249

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

$73K

$144 / participant

Contract admin$60K83.1%
Other / not subdivided$12K16.9%

% of EOY assets

0.338%

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

$27,529

$52,293-47.4%

$178,499-84.6%

$73,412-62.5%

Participation rate

98.8%

65.3%+33.5pp

81.9%+16.9pp

72.2%+26.6pp

Annual return

1.07%

34.75%-33.7pp

151.10%-150.0pp

59.30%-58.2pp

Employer contribution / active EE

$2,073

$1,735+19.5%

$5,011-58.6%

$2,234-7.2%

Participant deferral / active EE

$1,077

$2,332-53.8%

$5,202-79.3%

$3,806-71.7%

Admin fee / account holder

$93

$127-26.9%

$13,986-99.3%

$158-41.0%

Provider

Service type

Compensation

ASCENSUS LLC2 years

Service code 15 · EIN 11-3665754

Recordkeeping

$60,235

REHABILITATION SUPPORT SERVICES1 year

Service code 10

5172 WESTERN TPK. · ALTAMONT, NY 12009

Accounting

$12,249

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