Retirement plan

ADVANCED MEDICAL TRANSPORT OF CENTRAL ILLINOIS 403(B) PLAN

Name: ADVANCED MEDICAL TRANSPORT - ADVANCED MEDICAL TRANSPORT OF CENTRAL ILLINOIS 403(B) PLAN (2018) Form 5500
Creator: ADVANCED MEDICAL TRANSPORT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED MEDICAL TRANSPORT OF CENTRAL ILLINOIS 403(B) PLAN, ADVANCED MEDICAL TRANSPORT

ADVANCED MEDICAL TRANSPORTEIN 37-0999878Plan #001PY 2018

1718 NORTH STERLING AVENUE - PEORIA, IL 616043831309-494-6206LinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$6M

-1.0% from 2017

Total participants

376

+3.6% from 2017

Average account balance

$27,877

-5.2% from 2017

Annual return

-6.05%

-23.53 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.41M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

534

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.96%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
ALLIANCE BENEFIT GROUP4+ years Service code 15 · EIN 37-0899315	Recordkeeping	$9,677

Plan features & details

Pension benefit codes2E2G2K2L2T2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$95

$0 / participant

Other / not subdivided$95100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,877

$37,196-25.1%

$154,114-81.9%

$55,725-50.0%

Participation rate

51.7%

64.1%-12.4pp

83.0%-31.4pp

70.9%-19.2pp

Annual return

-6.05%

1319.68%-1325.7pp

735.16%-741.2pp

244.93%-251.0pp

Employer contribution / active EE

$809

$1,614-49.9%

$5,298-84.7%

$2,078-61.1%

Participant deferral / active EE

$1,597

$2,068-22.8%

$5,081-68.6%

$3,356-52.4%

Admin fee / account holder

$102-99.6%

$13,411-100.0%

$115-99.6%

Provider

Service type

Compensation

ALLIANCE BENEFIT GROUP4+ years

Service code 15 · EIN 37-0899315

Recordkeeping

$9,677

ADVANCED MEDICAL TRANSPORT OF CENTRAL ILLINOIS 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED MEDICAL TRANSPORT OF CENTRAL ILLINOIS 403(B) 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