Retirement plan

FREEDOM PHYSICAL THERAPY SERVICES SC 401(K) PLAN

Name: FREEDOM PHYSICAL THERAPY SERVICES SC - FREEDOM PHYSICAL THERAPY SERVICES SC 401(K) PLAN (2016) Form 5500
Creator: FREEDOM PHYSICAL THERAPY SERVICES SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FREEDOM PHYSICAL THERAPY SERVICES SC 401(K) PLAN, FREEDOM PHYSICAL THERAPY SERVICES SC

FREEDOM PHYSICAL THERAPY SERVICES SCEIN 39-1893583Plan #001PY 2016

6908 NORTH SANTA MONICA BLVD - FOX POINT, WI 53217414-352-2082freedompt.comLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+13.5% from 2015

Total participants

-15.0% from 2015

Average account balance

$87,819

+22.2% from 2015

Annual return

6.20%

+6.23 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.84M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

78.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$266K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1164

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 codes2E2F2G2J3D

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.
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant 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

$2K

$67 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.088%

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

$87,819

$77,638+13.1%

$156,551-43.9%

$62,881+39.7%

Participation rate

73.3%

71.2%+2.1pp

84.0%-10.7pp

69.3%+4.0pp

Annual return

6.20%

50.33%-44.1pp

32.23%-26.0pp

20.14%-13.9pp

Employer contribution / active EE

$3,444-100.0%

$5,501-100.0%

$2,281-100.0%

Participant deferral / active EE

$4,945

$3,046+62.4%

$4,871+1.5%

$3,203+54.4%

Admin fee / account holder

$78

$5,561-98.6%

$13,028-99.4%

$4,296-98.2%

FREEDOM PHYSICAL THERAPY SERVICES SC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FREEDOM PHYSICAL THERAPY SERVICES SC 401(K) 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