Retirement plan

TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. 401 (K) PROFIT SHARING PLAN

Name: TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. - TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. 401 (K) PROFIT SHARING PLAN (2015) Form 5500
Creator: TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. 401 (K) PROFIT SHARING PLAN, TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C.

TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C.EIN 22-3680797Plan #001PY 2015

171 RIDGEDALE AVENUE, SUITE J - FLORHAM PARK, NJ 07932973-377-6327LinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

No prior year

Total participants

No prior year

Average account balance

$38,464

No prior year

Annual return

-0.03%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.15M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

194.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

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

+17.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11286

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

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

$19K

$633 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.122%

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

$38,464

$75,832-49.3%

$147,617-73.9%

$59,633-35.5%

Participation rate

100.0%

71.6%+28.4pp

84.6%+15.4pp

68.7%+31.3pp

Annual return

-0.03%

0.37%-0.4pp

61.98%-62.0pp

2041.45%-2041.5pp

Employer contribution / active EE

$3,060

$3,485-12.2%

$5,564-45.0%

$2,203+38.9%

Participant deferral / active EE

$4,583

$3,131+46.4%

$4,895-6.4%

$3,192+43.6%

Admin fee / account holder

$431

$5,986-92.8%

$11,612-96.3%

$4,297-90.0%

TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOTAL HEALTH PHYSICAL MEDICINE & REHABILITATION CENTER, L.L.C. 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