Retirement plan

HEMATOGENIX LABORATORY SERVICE 401(K) PROFIT SHARING PLAN & TRUST

Name: HEMATOGENIX LABORATORY SERVICE - HEMATOGENIX LABORATORY SERVICE 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: HEMATOGENIX LABORATORY SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEMATOGENIX LABORATORY SERVICE 401(K) PROFIT SHARING PLAN & TRUST, HEMATOGENIX LABORATORY SERVICE

HEMATOGENIX LABORATORY SERVICEEIN 26-0365697Plan #001PY 2018

8150 185TH STREET SUITE A - TINLEY PARK, IL 60487708-444-0444LinkedIn51-200 employeeshospital & health care

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$3.8M

+18.8% from 2017

Total participants

140

+8.5% from 2017

Average account balance

$29,604

+4.9% from 2017

Annual return

-10.03%

-28.52 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.59M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

130

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$971K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$211

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
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346	Recordkeeping	$75

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

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.
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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$32 / participant

Contract admin$2257.4%
Other / not subdivided$3K92.6%

% of EOY assets

0.080%

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: MILLER COOPER & CO LTD
Auditor EIN: 362897372
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,604

$75,962-61.0%

$154,111-80.8%

$64,173-53.9%

Participation rate

87.2%

70.4%+16.8pp

83.0%+4.2pp

69.6%+17.7pp

Annual return

-10.03%

30.32%-40.4pp

735.18%-745.2pp

7.63%-17.7pp

Employer contribution / active EE

$4,939

$3,350+47.4%

$5,298-6.8%

$2,381+107.4%

Participant deferral / active EE

$4,959

$3,175+56.2%

$5,081-2.4%

$3,470+42.9%

Admin fee / account holder

$24

$5,589-99.6%

$13,411-99.8%

$4,887-99.5%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Filed as: JOHN HANCOCK LIFE INSURANCE CO

Service code 15 · EIN 01-0233346

Recordkeeping

$75

HEMATOGENIX LABORATORY SERVICE 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEMATOGENIX LABORATORY SERVICE 401(K) PROFIT SHARING PLAN & TRUST

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