Retirement plan

SUBURBAN ADULT SERVICES, INC. 401(K) PLAN

Name: SUBURBAN ADULT SERVICES, INC. - SUBURBAN ADULT SERVICES, INC. 401(K) PLAN (2017) Form 5500
Creator: SUBURBAN ADULT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUBURBAN ADULT SERVICES, INC. 401(K) PLAN, SUBURBAN ADULT SERVICES, INC.

SUBURBAN ADULT SERVICES, INC.EIN 16-1115992Plan #002PY 2017

960 WEST MAPLE COURT - ELMA, NY 14059716-805-1555LinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 27, 2009

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$22.1M

+39.7% from 2016

Total participants

804

+81.9% from 2016

Average account balance

$27,503

-23.0% from 2016

Annual return

36.38%

+28.28 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.31M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

654

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.65M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38

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 10 of 17 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC1 year Service code 27 · EIN 47-1411118	Advisory (Plan)	$24,666
PPS PENSION & FINANCIAL SERVICES1 year Filed as: PPS PENSION SERVICES, INC. Service code 13	Contract Administrator	$20,331
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850	Indirect Investment Fees	$15,684
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 · EIN 16-1062503	Contract Administrator	$4,680
AMERICAN CENTURY1 year Service code 52 · EIN 77-0273954	Indirect Investment Fees	$0
ANTHONY M PONTARELLI CPA LLC3+ years Filed as: ANTHONY S TOMASULA Service code 53 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221	Insurance Commissions	$0
CALVERT1 year Service code 52 · EIN 52-1233223	Indirect Investment Fees	$0
ENVESTNET RETIREMENT SOLUTIONS, LLC2 years Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27	Advisory (Plan)	$0
ENVESTNET RETIREMENT SOLUTIONS, LLC1 year Service code 27 · EIN 61-1732930	Advisory (Plan)	$0
MFS INVESTMENT MANAGEMENT1 year Service code 52 · EIN 04-3379729	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2G2J2K3D2F

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$45K

$69 / participant

Investment mgmt$45K100.0%

% of EOY assets

0.204%

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: EFPR GROUP CPA'S, P.C.
Auditor EIN: 474526160
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,503

$46,173-40.4%

$170,435-83.9%

$69,631-60.5%

Participation rate

99.7%

63.9%+35.8pp

83.6%+16.1pp

70.7%+29.0pp

Annual return

36.38%

21.62%+14.8pp

205.94%-169.6pp

27571.02%-27534.6pp

Employer contribution / active EE

$1,200

$1,610-25.4%

$5,432-77.9%

$2,032-40.9%

Participant deferral / active EE

$1,478

$2,080-28.9%

$4,939-70.1%

$3,224-54.1%

Admin fee / account holder

$56

$116-51.6%

$13,881-99.6%

$110-49.2%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC1 year

Service code 27 · EIN 47-1411118

Advisory (Plan)

$24,666

PPS PENSION & FINANCIAL SERVICES1 year

Filed as: PPS PENSION SERVICES, INC.

Service code 13

Contract Administrator

$20,331

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$15,684

PPS PENSION & FINANCIAL SERVICES3+ years

Filed as: PPS PENSION AND FINANCIAL SERVICES

Service code 13 · EIN 16-1062503

Contract Administrator

$4,680

AMERICAN CENTURY1 year

Service code 52 · EIN 77-0273954

Indirect Investment Fees

ANTHONY M PONTARELLI CPA LLC3+ years

Filed as: ANTHONY S TOMASULA

Service code 53

8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221

Insurance Commissions

CALVERT1 year

Service code 52 · EIN 52-1233223

Indirect Investment Fees

ENVESTNET RETIREMENT SOLUTIONS, LLC2 years

Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC

Service code 27

Advisory (Plan)

ENVESTNET RETIREMENT SOLUTIONS, LLC1 year

Service code 27 · EIN 61-1732930

Advisory (Plan)

MFS INVESTMENT MANAGEMENT1 year

Service code 52 · EIN 04-3379729

Indirect Investment Fees

SUBURBAN ADULT SERVICES, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUBURBAN ADULT SERVICES, INC. 401(K) PLAN

Top hat statement on fileNQDC

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