Retirement plan

INDEPENDENT REHABILITATION SERVICES, INC. 401K PSP

Name: INDEPENDENT REHABILITATION SERVICE - INDEPENDENT REHABILITATION SERVICES, INC. 401K PSP (2018) Form 5500
Creator: INDEPENDENT REHABILITATION SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDEPENDENT REHABILITATION SERVICES, INC. 401K PSP, INDEPENDENT REHABILITATION SERVICE

INDEPENDENT REHABILITATION SERVICEEIN 36-4123159Plan #001PY 2018

40 SHUMAN BLVD STE 117 - NAPERVILLE, IL 60563630-961-5901indrehabservices.comLinkedIn1-10 employeesprofessional training & coaching

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$900K

+1.5% from 2017

Total participants

0.0% from 2017

Average account balance

$299,929

+1.5% from 2017

Annual return

-1.66%

-12.10 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$582K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

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

+13.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$120

$60 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.013%

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

$299,929

$180,459+66.2%

$154,108+94.6%

$135,380+121.5%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-1.66%

888.21%-889.9pp

735.21%-736.9pp

519.81%-521.5pp

Employer contribution / active EE

$2,850

$6,035-52.8%

$5,298-46.2%

$4,779-40.4%

Participant deferral / active EE

$11,000

$5,806+89.4%

$5,081+116.5%

$5,609+96.1%

Admin fee / account holder

$40

$16,145-99.8%

$13,411-99.7%

$10,828-99.6%

INDEPENDENT REHABILITATION SERVICES, INC. 401K PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDEPENDENT REHABILITATION SERVICES, INC. 401K PSP

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