Retirement plan

THE REHAB CONTINUUM 401(K) RETIREMENT SAVINGS PLAN

Name: THE REHAB CONTINUUM, INC. - THE REHAB CONTINUUM 401(K) RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: THE REHAB CONTINUUM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE REHAB CONTINUUM 401(K) RETIREMENT SAVINGS PLAN, THE REHAB CONTINUUM, INC.

THE REHAB CONTINUUM, INC.EIN 31-1303075Plan #001PY 2019

10921 REED HARTMAN HIGHWAY, SUITE 133 - CINCINNATI, OH 45242513-984-8070therehabcontinuum.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$4.6M

+13.7% from 2018

Total participants

238

+8.7% from 2018

Average account balance

$21,209

+6.9% from 2018

Annual return

8.51%

+2.64 pp from 2018

Benchmarks

See 5,341 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,341 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.35M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

188

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.

82.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$330K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$78

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
FIFTH THIRD BANK RETIREMENT SERVICE4+ years Filed as: FIFTH THIRD BANK Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263	Recordkeeping Fees	$8,099
TRI-AD ACTUARIES, INC.2 years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 14 30 GARFIELD PLACE · CINCINNATI, OH 45202	Plan Administrator	$1,392

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

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

$9K

$48 / participant

Contract admin$9K100.0%

% of EOY assets

0.207%

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: SUMMIT CPA GROUP
Auditor EIN: 113730017
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,209

$52,967-60.0%

$172,753-87.7%

$65,186-67.5%

Participation rate

88.9%

66.2%+22.7pp

82.6%+6.2pp

70.2%+18.7pp

Annual return

8.51%

30.12%-21.6pp

803.00%-794.5pp

29.39%-20.9pp

Employer contribution / active EE

$448

$2,190-79.5%

$5,144-91.3%

$2,177-79.4%

Participant deferral / active EE

$1,830

$2,471-25.9%

$5,198-64.8%

$3,514-47.9%

Admin fee / account holder

$44

$472-90.7%

$13,956-99.7%

$847-94.8%

Provider

Service type

Compensation

FIFTH THIRD BANK RETIREMENT SERVICE4+ years

Filed as: FIFTH THIRD BANK

Service code 64

38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263

Recordkeeping Fees

$8,099

TRI-AD ACTUARIES, INC.2 years

Filed as: TRI-STATE PLAN ADMINISTRATION, INC.

Service code 14

30 GARFIELD PLACE · CINCINNATI, OH 45202

Plan Administrator

$1,392

THE REHAB CONTINUUM 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE REHAB CONTINUUM 401(K) RETIREMENT 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