Retirement plan

ALASKA HAND REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: ALASKA HAND REHABILITATION, INC. - ALASKA HAND REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2017) Form 5500
Creator: ALASKA HAND REHABILITATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALASKA HAND REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, ALASKA HAND REHABILITATION, INC.

ALASKA HAND REHABILITATION, INC.EIN 26-1617527Plan #002PY 2017

4015 LAKE OTIS PKWY, SUITE 200 - ANCHORAGE, AK 99508907-563-8318akhandrehab.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+39.1% from 2016

Total participants

+11.8% from 2016

Average account balance

$65,377

+24.5% from 2016

Annual return

22.57%

+26.89 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

-0.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6559

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 codes2P2I3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$8K

$958 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.617%

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

$65,377

$198,461-67.1%

$170,436-61.6%

$147,585-55.7%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

22.57%

257.30%-234.7pp

205.94%-183.4pp

578.57%-556.0pp

Employer contribution / active EE

$18,449

$6,184+198.4%

$5,433+239.6%

$4,876+278.3%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$404

$16,852-97.6%

$13,880-97.1%

$10,885-96.3%

ALASKA HAND REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALASKA HAND REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND 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