Retirement plan

HISTOPATHOLOGY SERVICES 401(K) PLAN

Name: HISTOPATHOLOGY SERVICES, LLC - HISTOPATHOLOGY SERVICES 401(K) PLAN (2017) Form 5500
Creator: HISTOPATHOLOGY SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HISTOPATHOLOGY SERVICES 401(K) PLAN, HISTOPATHOLOGY SERVICES, LLC

HISTOPATHOLOGY SERVICES, LLCEIN 26-4236145Plan #001PY 2017

535 EAST CRESCENT AVE. - RAMSEY, NJ 07446201-661-7280pathlinelabs.comLinkedIn201-500 employeeshospital & health care

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$6.7M

+22.9% from 2016

Total participants

187

-4.1% from 2016

Average account balance

$36,255

+28.2% from 2016

Annual return

16.38%

+48.45 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.96M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

173

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.13M

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

+13.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$304

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 2 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393	Recordkeeping	$31,785
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819	Advisory (Plan)	$14,603

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D3H

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$46K

$336 / participant

Other / not subdivided$46K100.0%

% of EOY assets

0.692%

all-in expense ratio

Categories reported

0 / 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: UHY LLP
Auditor EIN: 200694403
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,255

$55,453-34.6%

$170,435-78.7%

$62,293-41.8%

Participation rate

98.6%

66.4%+32.2pp

83.6%+15.0pp

69.5%+29.0pp

Annual return

16.38%

21.38%-5.0pp

205.94%-189.6pp

28.90%-12.5pp

Employer contribution / active EE

$2,647

$2,164+22.4%

$5,432-51.3%

$2,042+29.6%

Participant deferral / active EE

$4,198

$2,303+82.3%

$4,939-15.0%

$3,169+32.5%

Admin fee / account holder

$251

$455-44.9%

$13,881-98.2%

$479-47.7%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.2+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$31,785

WELLS FARGO BANK, N.A.2+ years

Filed as: WELLS FARGO ADVISORS

Service code 27 · EIN 34-1542819

Advisory (Plan)

$14,603

HISTOPATHOLOGY SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HISTOPATHOLOGY SERVICES 401(K) 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