Retirement plan

PBS MENTAL HEALTH ASSOCIATES PC SAVINGS PLAN

Name: PBS MENTAL HEALTH ASSOCIATES PC - PBS MENTAL HEALTH ASSOCIATES PC SAVINGS PLAN (2019) Form 5500
Creator: PBS MENTAL HEALTH ASSOCIATES PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PBS MENTAL HEALTH ASSOCIATES PC SAVINGS PLAN, PBS MENTAL HEALTH ASSOCIATES PC

PBS MENTAL HEALTH ASSOCIATES PCEIN 25-1358102Plan #002PY 2019

901 E. BRADY STREET SUITE 103 - BUTLER, PA 16001724-282-1627pbsmentalhealth.comLinkedIn1-10 employeesmental health care

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$7.7M

+33.4% from 2018

Total participants

+11.5% from 2018

Average account balance

$265,918

+19.6% from 2018

Annual return

28.00%

+33.09 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.15M

Not enough data

1 years with asset history on file

Average account balance

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

$384K

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.

116.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$157K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17370

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 codes2E2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$8K

$329 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.098%

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

$265,918

$202,342+31.4%

$172,753+53.9%

$152,909+73.9%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

28.00%

1029.88%-1001.9pp

803.00%-775.0pp

345.46%-317.5pp

Employer contribution / active EE

$7,826

$5,857+33.6%

$5,144+52.1%

$4,764+64.3%

Participant deferral / active EE

$5,905

$5,948-0.7%

$5,198+13.6%

$5,851+0.9%

Admin fee / account holder

$261

$17,112-98.5%

$13,956-98.1%

$11,601-97.8%

PBS MENTAL HEALTH ASSOCIATES PC SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PBS MENTAL HEALTH ASSOCIATES PC SAVINGS 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