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 (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$268K

+44.5% from 2018

Total participants

+12.5% from 2018

Average account balance

$33,562

+26.5% from 2018

Annual return

19.75%

+26.67 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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 codes2E2F2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$661 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.724%

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

$33,562

$202,342-83.4%

$172,752-80.6%

$152,897-78.0%

Participation rate

85.7%

87.1%-1.3pp

82.6%+3.1pp

82.5%+3.3pp

Annual return

19.75%

1029.83%-1010.1pp

802.97%-783.2pp

345.43%-325.7pp

Employer contribution / active EE

$2,588

$5,858-55.8%

$5,144-49.7%

$4,764-45.7%

Participant deferral / active EE

$4,647

$5,948-21.9%

$5,198-10.6%

$5,851-20.6%

Admin fee / account holder

$579

$17,111-96.6%

$13,955-95.9%

$11,599-95.0%

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