Retirement plan

FRANKFORT DIAGNOSTIC & TREATMENT CENTER 401(K) PLAN

Name: FRANKFORT DIAGNOSTIC & TREATMENT CENTER, LLC - FRANKFORT DIAGNOSTIC & TREATMENT CENTER 401(K) PLAN (2019) Form 5500
Creator: FRANKFORT DIAGNOSTIC & TREATMENT CENTER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRANKFORT DIAGNOSTIC & TREATMENT CENTER 401(K) PLAN, FRANKFORT DIAGNOSTIC & TREATMENT CENTER, LLC

FRANKFORT DIAGNOSTIC & TREATMENT CENTER, LLCEIN 20-1770529Plan #002PY 2019

10181 W. LINCOLN HWY - FRANKFORT, IL 60423815-412-6163

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$166K

+176.2% from 2018

Total participants

-23.1% from 2018

Average account balance

$16,572

No prior year

Annual return

4.02%

+4.02 pp from 2018

Benchmarks

See 13,242 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,242 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$673K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

209.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$749

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 codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$2K

$227 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.095%

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

$16,572

$104,907-84.2%

$84,610-80.4%

$152,870-89.2%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.4%+17.6pp

Annual return

4.02%

373.79%-369.8pp

258.74%-254.7pp

345.34%-341.3pp

Employer contribution / active EE

$7,859

$3,301+138.1%

$2,652+196.3%

$4,763+65.0%

Participant deferral / active EE

$5,205

$4,688+11.0%

$3,899+33.5%

$5,850-11.0%

Admin fee / account holder

$181

$6,241-97.1%

$4,912-96.3%

$11,597-98.4%

FRANKFORT DIAGNOSTIC & TREATMENT CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRANKFORT DIAGNOSTIC & TREATMENT CENTER 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