Retirement plan

GATEWAY REHABILITATION CENTER 401K RETIREMENT PLAN

Name: GATEWAY REHABILITATION CENTER - GATEWAY REHABILITATION CENTER 401K RETIREMENT PLAN (2015) Form 5500
Creator: GATEWAY REHABILITATION CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GATEWAY REHABILITATION CENTER 401K RETIREMENT PLAN, GATEWAY REHABILITATION CENTER

GATEWAY REHABILITATION CENTEREIN 25-1204418Plan #003PY 2015

311 ROUSER ROAD - MOON TOWNSHIP, PA 15108412-604-8900LinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$10.8M

No prior year

Total participants

563

No prior year

Average account balance

$19,423

No prior year

Annual return

-1.42%

No prior year

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.40M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

1,043

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.03M

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

+11.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59

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 1 by compensation

Provider	Service type	Compensation
HUNTINGTON NATIONAL BANK1+ years Filed as: HUNTINGTON TRUST Service code 21 · EIN 31-0966785 41 S. HIGH STREET · COLUMBUS, OH 43287	Bank Trustee	$43,723

Plan features & details

Pension benefit codes2E2G2J2K2S2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$44K

$103 / participant

Investment mgmt$44K100.0%

% of EOY assets

0.404%

all-in expense ratio

Categories reported

1 / 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: MAHER DUESSEL
Auditor EIN: 251622758
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,423

$37,117-47.7%

$147,617-86.8%

$55,191-64.8%

Participation rate

98.6%

63.6%+35.0pp

84.6%+14.0pp

69.2%+29.4pp

Annual return

-1.42%

3.44%-4.9pp

61.98%-63.4pp

10.78%-12.2pp

Employer contribution / active EE

$1,085

$1,620-33.0%

$5,564-80.5%

$1,899-42.8%

Participant deferral / active EE

$1,791

$1,985-9.8%

$4,895-63.4%

$3,046-41.2%

Admin fee / account holder

$78

$86-8.3%

$11,612-99.3%

$91-13.5%

Provider

Service type

Compensation

HUNTINGTON NATIONAL BANK1+ years

Filed as: HUNTINGTON TRUST

Service code 21 · EIN 31-0966785

41 S. HIGH STREET · COLUMBUS, OH 43287

Bank Trustee

$43,723

GATEWAY REHABILITATION CENTER 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GATEWAY REHABILITATION CENTER 401K RETIREMENT 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