Retirement plan

SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN

Name: SUCCESS REHABILITATION, INC. - SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: SUCCESS REHABILITATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN, SUCCESS REHABILITATION, INC.

SUCCESS REHABILITATION, INC.EIN 23-2590923Plan #002PY 2023

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

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$6.4M

+25.2% from 2022

Total participants

239

+16.6% from 2022

Average account balance

$27,339

+3.9% from 2022

Annual return

15.76%

+33.26 pp from 2022

Benchmarks

See 5,719 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,719 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
M HOLDING SECURITIES, INC.1 year Filed as: M HOLDING SECURITIES, INC Service code 27 P.O BOX 2207 · PORTLAND, OR 97208	Advisory (Plan)	$18,216
JPMORGAN INVEST HOLDINGS LLC1 year Service code 64 383 MADISON AVE · NEW YORK, NY 10179	Recordkeeping Fees	$9,699
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 50374	Contract Administrator	$6,225
M FINANCIAL SECURITIES MARKETING IN2 years Filed as: M FINANCIAL SECURITIES MARKETING Service code 55	Other Commissions	$1,034
THE MANDMARBLESTONE GROUP LLC1 year Service code 13 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083	Contract Administrator	$270
M FINANCIAL SECURITIES MARKETING IN5 years Service code 55 1125 NW COUCH ST STE 900 · PORTLAND, OR 97209	Other Commissions	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2S2T3D

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$34K

$181 / participant

Investment mgmt$18K52.9%
Contract admin$16K47.1%

% of EOY assets

0.536%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: TORRILLO & ASSOCIATES, LLC
Auditor EIN: 830414789
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,339

$61,272-55.4%

$149,673-81.7%

$71,457-61.7%

Participation rate

97.9%

62.5%+35.4pp

78.8%+19.1pp

67.9%+30.0pp

Annual return

15.76%

35.85%-20.1pp

134.42%-118.7pp

28.85%-13.1pp

Employer contribution / active EE

$1,579

$2,378-33.6%

$4,818-67.2%

$2,588-39.0%

Participant deferral / active EE

$2,078

$2,917-28.8%

$5,680-63.4%

$4,289-51.5%

Admin fee / account holder

$146

$1,261-88.4%

$13,210-98.9%

$1,587-90.8%

Provider

Service type

Compensation

M HOLDING SECURITIES, INC.1 year

Filed as: M HOLDING SECURITIES, INC

Service code 27

P.O BOX 2207 · PORTLAND, OR 97208

Advisory (Plan)

$18,216

JPMORGAN INVEST HOLDINGS LLC1 year

Service code 64

383 MADISON AVE · NEW YORK, NY 10179

Recordkeeping Fees

$9,699

THE RETIREMENT ADVANTAGE INC2 years

Service code 13

101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 50374

Contract Administrator

$6,225

M FINANCIAL SECURITIES MARKETING IN2 years

Filed as: M FINANCIAL SECURITIES MARKETING

Service code 55

Other Commissions

$1,034

THE MANDMARBLESTONE GROUP LLC1 year

Service code 13

ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083

Contract Administrator

$270

M FINANCIAL SECURITIES MARKETING IN5 years

Service code 55

1125 NW COUCH ST STE 900 · PORTLAND, OR 97209

Other Commissions

SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUCCESS REHABILITATION, INC. 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