Retirement plan

ADVANTAGE THERAPY SERVICES 401 K PLAN

Name: ADVANTAGE THERAPY SERVICE - ADVANTAGE THERAPY SERVICES 401 K PLAN (2018) Form 5500
Creator: ADVANTAGE THERAPY SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANTAGE THERAPY SERVICES 401 K PLAN, ADVANTAGE THERAPY SERVICE

ADVANTAGE THERAPY SERVICEEIN 20-0572358Plan #001PY 2018

17709 OLD JEFFERSON HWY SUITE A - PRAIRIEVILLE, LA 70769225-677-8400LinkedIn1-10 employeesmedical practice

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$545K

+1.8% from 2017

Total participants

-16.7% from 2017

Average account balance

$60,532

-9.5% from 2017

Annual return

-6.32%

-23.85 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+18.10%

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$60,532

$180,466-66.5%

$154,114-60.7%

$135,382-55.3%

Participation rate

50.0%

87.4%-37.4pp

83.0%-33.0pp

82.6%-32.6pp

Annual return

-6.32%

888.15%-894.5pp

735.16%-741.5pp

519.77%-526.1pp

Employer contribution / active EE

$1,019

$6,035-83.1%

$5,298-80.8%

$4,779-78.7%

Participant deferral / active EE

$2,591

$5,806-55.4%

$5,081-49.0%

$5,609-53.8%

Admin fee / account holder

$16,144-100.0%

$13,411-100.0%

$10,829-100.0%

ADVANTAGE THERAPY SERVICES 401 K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ADVANTAGE THERAPY SERVICES 401 K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion