Retirement plan

PERFUSION SOLUTION

Name: PERFUSION SOLUTION - PERFUSION SOLUTION (2017) Form 5500
Creator: PERFUSION SOLUTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERFUSION SOLUTION, PERFUSION SOLUTION

PERFUSION SOLUTIONEIN 20-8730742Plan #001PY 2017

6260 EAST RIVERSIDE BLVD. #342 - LOVES PARK, IL 611114418815-601-8380perfusionsolution.netLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.6M

+56.2% from 2016

Total participants

+33.3% from 2016

Average account balance

$130,238

+17.1% from 2016

Annual return

41.04%

+31.79 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.34M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

87.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+21.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16650

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 codes2E2G2J3B2F

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

Opportunity flags

0 tripped

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

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

$130,238

$150,446-13.4%

$136,297-4.4%

$147,585-11.8%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

41.04%

1049.14%-1008.1pp

5156.19%-5115.2pp

578.58%-537.5pp

Employer contribution / active EE

$4,024

$5,256-23.4%

$4,696-14.3%

$4,876-17.5%

Participant deferral / active EE

$9,267

$6,631+39.8%

$6,247+48.3%

$5,439+70.4%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

PERFUSION SOLUTION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PERFUSION SOLUTION

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