Retirement plan

PAIN EVALUATION & MANAGEMENT CENTER OF OHIO, INC. RETIREMENT PLAN

Name: PAIN EVALUATION & MANAGEMENT CENTER OF OHIO, INC. - PAIN EVALUATION & MANAGEMENT CENTER OF OHIO, INC. RETIREMENT PLAN (2021) Form 5500
Creator: PAIN EVALUATION & MANAGEMENT CENTER OF OHIO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAIN EVALUATION & MANAGEMENT CENTER OF OHIO, INC. RETIREMENT PLAN, PAIN EVALUATION & MANAGEMENT CENTER OF OHIO, INC.

PAIN EVALUATION & MANAGEMENT CENTER OF OHIO, INC.EIN 31-1393573Plan #002PY 2021

1550 YANKEE PARK PLACE, SUITE A - DAYTON, OH 45458937-439-4949LinkedIn11-50 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$425K assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-56.0% from 2020

Total participants

+17.1% from 2020

Average account balance

$47,819

-59.6% from 2020

Annual return

8.53%

-4.74 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.92M

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.

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.

113.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8185

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2.8M

$111146 / participant

Other / not subdivided$3M100.0%

% of EOY assets

157.048%

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

$47,819

$95,406-49.9%

$185,849-74.3%

$85,847-44.3%

Participation rate

84.0%

68.8%+15.2pp

81.7%+2.3pp

69.3%+14.7pp

Annual return

8.53%

23.59%-15.1pp

122.10%-113.6pp

318.61%-310.1pp

Employer contribution / active EE

$3,632

$3,314+9.6%

$5,169-29.7%

$2,565+41.6%

Participant deferral / active EE

$2,450

$3,424-28.4%

$5,569-56.0%

$3,952-38.0%

Admin fee / account holder

$75,099

$7,214+941.0%

$16,244+362.3%

$6,261+1099.5%

PAIN EVALUATION & MANAGEMENT CENTER OF OHIO, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAIN EVALUATION & MANAGEMENT CENTER OF OHIO, INC. RETIREMENT 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