Retirement plan

FRANKFORT DIAGNOSTIC & TREATMENT CENTER 401(K) PLAN

Name: FRANKFORT DIAGNOSTIC & TREATMENT CENTER, LLC - FRANKFORT DIAGNOSTIC & TREATMENT CENTER 401(K) PLAN (2020) 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 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$276K

+66.5% from 2019

Total participants

+50.0% from 2019

Average account balance

$18,396

+11.0% from 2019

Annual return

6.94%

+2.92 pp from 2019

Benchmarks

See 14,128 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,128 peers

Snapshot2020

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$315 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.485%

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

$18,396

$109,411-83.2%

$89,435-79.4%

$158,982-88.4%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

6.94%

345.68%-338.7pp

245.55%-238.6pp

302.99%-296.0pp

Employer contribution / active EE

$4,792

$3,173+51.1%

$2,587+85.2%

$4,763+0.6%

Participant deferral / active EE

$3,096

$4,600-32.7%

$3,890-20.4%

$5,983-48.3%

Admin fee / account holder

$273

$6,159-95.6%

$4,884-94.4%

$11,252-97.6%

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