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 (2023) 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 2023

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

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+35.5% from 2022

Total participants

-14.6% from 2022

Average account balance

$58,674

+68.3% from 2022

Annual return

12.35%

+27.96 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

$57K

$2204 / participant

Other / not subdivided$57K100.0%

% of EOY assets

2.960%

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

$58,674

$77,908-24.7%

$149,696-60.8%

$75,173-21.9%

Participation rate

92.3%

65.6%+26.7pp

78.8%+13.5pp

67.2%+25.1pp

Annual return

12.35%

31.73%-19.4pp

134.46%-122.1pp

160.72%-148.4pp

Employer contribution / active EE

$11,642

$3,138+271.0%

$4,821+141.5%

$2,671+335.9%

Participant deferral / active EE

$2,509

$3,411-26.5%

$5,682-55.8%

$4,126-39.2%

Admin fee / account holder

$1,737

$5,950-70.8%

$13,212-86.9%

$5,651-69.3%

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