Retirement plan

A.G. RHODES RETIREMENT PLAN

Name: A.G. RHODES HEALTH & REHAB MANAGEMENT INC. - A.G. RHODES RETIREMENT PLAN (2015) Form 5500
Creator: A.G. RHODES HEALTH & REHAB MANAGEMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A.G. RHODES RETIREMENT PLAN, A.G. RHODES HEALTH & REHAB MANAGEMENT INC.

A.G. RHODES HEALTH & REHAB MANAGEMENT INC.EIN 45-3723342Plan #001PY 2015

2801 BUFORD HWY STE 500 - ATLANTA, GA 30329404-636-3512LinkedIn201-500 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$979K assets

Prospect flagsLow returnsLow participant contribution

How to read this page

Total assets (EOY)

$4.6M

No prior year

Total participants

206

No prior year

Average account balance

$24,266

No prior year

Annual return

-2.79%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-89.98%

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

Top 3 by compensation

Provider	Service type	Compensation
CARR, RIGGS & INGRAM, LLC1+ years Filed as: CARR RIGGS & INGRAM Service code 10 · EIN 72-1396621 4360 CHAMBLEE DUNWOODY ROAD · ATLANTA, GA 30341	Accounting	$18,500
AMERICAN UNITED LIFE INSURANCE CO1+ years Service code 15 · EIN 35-0145825	Recordkeeping	$17,371
THE HARTFORD1+ years Service code 10 PO BOX 660916 · DALLAS, TX 752660916	Accounting	$120

Plan features & details

Pension benefit codes2A2E2F2G2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$24K

$142 / participant

Contract admin$24K100.0%

% of EOY assets

0.528%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CARR, RIGGS AND INGRAM, LLC
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,266

$46,360-47.7%

$147,617-83.6%

$52,331-53.6%

Participation rate

90.1%

64.9%+25.1pp

84.6%+5.4pp

68.1%+22.0pp

Annual return

-2.79%

1.62%-4.4pp

61.98%-64.8pp

4.54%-7.3pp

Employer contribution / active EE

$2,066

$2,126-2.8%

$5,564-62.9%

$1,882+9.8%

Participant deferral / active EE

$2,258-100.0%

$4,895-100.0%

$3,022-100.0%

Admin fee / account holder

$128

$766-83.3%

$11,612-98.9%

$592-78.3%

Provider

Service type

Compensation

CARR, RIGGS & INGRAM, LLC1+ years

Filed as: CARR RIGGS & INGRAM

Service code 10 · EIN 72-1396621

4360 CHAMBLEE DUNWOODY ROAD · ATLANTA, GA 30341

Accounting

$18,500

AMERICAN UNITED LIFE INSURANCE CO1+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$17,371

THE HARTFORD1+ years

Service code 10

PO BOX 660916 · DALLAS, TX 752660916

Accounting

$120

A.G. RHODES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A.G. RHODES 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