Retirement plan

SUCCESS REHABILITATION, INC. PROFIT SHARING PLAN

Name: SUCCESS REHABILITATION, INC. - SUCCESS REHABILITATION, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: SUCCESS REHABILITATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUCCESS REHABILITATION, INC. PROFIT SHARING PLAN, SUCCESS REHABILITATION, INC.

SUCCESS REHABILITATION, INC.EIN 23-2590923Plan #002PY 2019

5666 CLYMER RD - QUAKERTOWN, PA 189513264215-538-3488successrehab.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$4M

+33.0% from 2018

Total participants

162

+5.2% from 2018

Average account balance

$24,776

+28.1% from 2018

Annual return

19.38%

+23.74 pp from 2018

Benchmarks

See 5,341 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,341 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.91M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

299

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.

86.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

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

+26.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$157

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
M HOLDINGS SECURITIES INC4 years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 PO BOX 2207 · PORTLAND, OR 97208	Advisory (Plan)	$10,608
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64	Recordkeeping Fees	$4,357
M FINANCIAL SECURITIES MARKETING IN1 year Service code 55	Other Commissions	$610
M FINANCIAL SECURITIES MARKETING IN1 year Filed as: M FINANCIAL SECURITIES Service code 55 MARKETING IN · PORTLAND, OR 97209	Other Commissions	$0

Plan features & details

Pension benefit codes2A2E2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16K

$110 / participant

Investment mgmt$15K95.8%
Contract admin$1200.8%
Other / not subdivided$5253.4%

% of EOY assets

0.391%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: TORRILLO & ASSOCIATES, LLC
Auditor EIN: 830414789
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,776

$52,967-53.2%

$172,753-85.7%

$65,186-62.0%

Participation rate

98.6%

66.2%+32.4pp

82.6%+15.9pp

70.2%+28.4pp

Annual return

19.38%

30.12%-10.7pp

803.00%-783.6pp

29.39%-10.0pp

Employer contribution / active EE

$3,546

$2,190+61.9%

$5,144-31.1%

$2,177+62.9%

Participant deferral / active EE

$2,471-100.0%

$5,198-100.0%

$3,514-100.0%

Admin fee / account holder

$97

$472-79.5%

$13,956-99.3%

$847-88.6%

Provider

Service type

Compensation

M HOLDINGS SECURITIES INC4 years

Filed as: M HOLDINGS SECURITIES, INC.

Service code 27

PO BOX 2207 · PORTLAND, OR 97208

Advisory (Plan)

$10,608

MORGAN STANLEY SMITH BARNEY2 years

Filed as: JP MORGAN INVEST HOLDINGS LLC

Service code 64

Recordkeeping Fees

$4,357

M FINANCIAL SECURITIES MARKETING IN1 year

Service code 55

Other Commissions

$610

M FINANCIAL SECURITIES MARKETING IN1 year

Filed as: M FINANCIAL SECURITIES

Service code 55

MARKETING IN · PORTLAND, OR 97209

Other Commissions

SUCCESS REHABILITATION, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUCCESS REHABILITATION, INC. 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