Retirement plan

HEMATOGENIX LABORATORY SERVICES, LLC 401(K) PROFIT SHARING PLAN A

Name: HEMATOGENIX LABORATORY SERVICES, - HEMATOGENIX LABORATORY SERVICES, LLC 401(K) PROFIT SHARING PLAN A (2022) Form 5500
Creator: HEMATOGENIX LABORATORY SERVICES,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEMATOGENIX LABORATORY SERVICES, LLC 401(K) PROFIT SHARING PLAN A, HEMATOGENIX LABORATORY SERVICES,

HEMATOGENIX LABORATORY SERVICES,EIN 26-0365697Plan #001PY 2022

8150 185TH STREET - TINLEY PARK, IL 60487708-925-6663LinkedIn51-200 employeeshospital & health care

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$6.1M

-15.5% from 2021

Total participants

128

+5.8% from 2021

Average account balance

$53,436

-16.2% from 2021

Annual return

-18.05%

-36.51 pp from 2021

Benchmarks

See 350 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort350 peers

Snapshot2022

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 3 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH2 years Service code 15 · EIN 13-5674085	Recordkeeping	$22,372
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$1,735
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984	Other Services	$0

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$23K

$229 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.370%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,436

$216,269-75.3%

$143,788-62.8%

Participation rate

86.9%

60.2%+26.7pp

80.3%+6.6pp

Annual return

-18.05%

-15.44%-2.6pp

-0.03%-18.0pp

Employer contribution / active EE

$2,621

$1,888+38.8%

$4,952-47.1%

Participant deferral / active EE

$4,476

$2,498+79.2%

$5,638-20.6%

Admin fee / account holder

$198

$36,574-99.5%

$14,675-98.7%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH2 years

Service code 15 · EIN 13-5674085

Recordkeeping

$22,372

ADP BROKER-DEALER3 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$1,735

ADP BROKER-DEALER3 years

Service code 49 · EIN 22-3319984

Other Services

HEMATOGENIX LABORATORY SERVICES, LLC 401(K) PROFIT SHARING PLAN A

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEMATOGENIX LABORATORY SERVICES, LLC 401(K) PROFIT SHARING PLAN A

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