Retirement plan

TEMPERANCE HILL ANIMAL HOSPITAL 401(K) PLAN

Name: TEMPERANCE HILL ANIMAL HOSPITAL - TEMPERANCE HILL ANIMAL HOSPITAL 401(K) PLAN (2022) Form 5500
Creator: TEMPERANCE HILL ANIMAL HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEMPERANCE HILL ANIMAL HOSPITAL 401(K) PLAN, TEMPERANCE HILL ANIMAL HOSPITAL

TEMPERANCE HILL ANIMAL HOSPITALEIN 45-3540675Plan #001PY 2022

111 TEMPERANCE HILL RD. - HOT SPRINGS, AR 71913501-525-5723thah.netLinkedIn1-10 employees

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$153K

+77.6% from 2021

Total participants

0.0% from 2021

Average account balance

$19,139

+77.6% from 2021

Annual return

-24.83%

-24.83 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$432K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

61.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+16.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$344

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 codes2E2J2F2G3D2T

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.
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$186 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.461%

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

$19,139

$138,114-86.1%

$125,391-84.7%

$134,545-85.8%

Participation rate

66.7%

84.5%-17.8pp

82.4%-15.7pp

81.2%-14.6pp

Annual return

-24.83%

750.88%-775.7pp

572.41%-597.2pp

418.37%-443.2pp

Employer contribution / active EE

$1,390

$5,246-73.5%

$4,816-71.1%

$4,742-70.7%

Participant deferral / active EE

$6,072

$7,801-22.2%

$7,448-18.5%

$6,401-5.1%

Admin fee / account holder

$280

$11,570-97.6%

$10,009-97.2%

$11,431-97.6%

TEMPERANCE HILL ANIMAL HOSPITAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEMPERANCE HILL ANIMAL HOSPITAL 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