Retirement plan

PRESQUE ISLE REHABILITATION SERVICE, LLC 401(K) PROFIT SHARING PLAN

Name: PRESQUE ISLE REHABILITATION SERVICE, LLC - PRESQUE ISLE REHABILITATION SERVICE, LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: PRESQUE ISLE REHABILITATION SERVICE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRESQUE ISLE REHABILITATION SERVICE, LLC 401(K) PROFIT SHARING PLAN, PRESQUE ISLE REHABILITATION SERVICE, LLC

PRESQUE ISLE REHABILITATION SERVICE, LLCEIN 20-0523506Plan #001PY 2016

PO BOX 706, 109 WALKER DRIVE - EDINBORO, PA 16412814-734-1499pirehab.comLinkedIn11-50 employeesinsurance

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$110K

No prior year

Total participants

No prior year

Average account balance

$13,742

No prior year

Annual return

34.43%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

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).
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$666

$95 / participant

Other / not subdivided$666100.0%

% of EOY assets

0.606%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,742

$181,896-92.4%

$156,551-91.2%

$273,972-95.0%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

34.43%

30.74%+3.7pp

32.23%+2.2pp

41.46%-7.0pp

Employer contribution / active EE

$3,167

$6,248-49.3%

$5,501-42.4%

$4,869-34.9%

Participant deferral / active EE

$5,198

$5,550-6.3%

$4,871+6.7%

$5,287-1.7%

Admin fee / account holder

$83

$15,560-99.5%

$13,028-99.4%

$10,133-99.2%

PRESQUE ISLE REHABILITATION SERVICE, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRESQUE ISLE REHABILITATION SERVICE, LLC 401(K) PROFIT SHARING 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