Retirement plan

A.G. RHODES HEALTH & REHAB MANAGEMENT, INC. 403(B) PLAN

Name: A.G. RHODES HEALTH & REHAB MANAGEMENT INC. - A.G. RHODES HEALTH & REHAB MANAGEMENT, INC. 403(B) PLAN (2021) 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 HEALTH & REHAB MANAGEMENT, INC. 403(B) PLAN, A.G. RHODES HEALTH & REHAB MANAGEMENT INC.

A.G. RHODES HEALTH & REHAB MANAGEMENT INC.EIN 45-3723342Plan #003PY 2021

2801 BUFORD HIGHWAY NORTHEAST SUITE - ATLANTA, GA 30329404-636-3512LinkedIn201-500 employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$10.1M

+15.6% from 2020

Total participants

794

+8.6% from 2020

Average account balance

$13,413

+6.7% from 2020

Annual return

12.96%

+0.57 pp from 2020

Benchmarks

See 3,799 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,799 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.66M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

724

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$119

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 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$47,312
NORTHWESTERN MUTUAL INVESTMENT SERV2 years Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202	Advisory (Plan)	$29,955
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,825

Plan features & details

Pension benefit codes2F2G2J2L2S2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$79K

$182 / participant

Contract admin$79K100.0%

% of EOY assets

0.782%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAULDIN & JENKINS, LLC
Auditor EIN: 580692043
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,413

$56,540-76.3%

$185,851-92.8%

$86,821-84.6%

Participation rate

90.8%

65.5%+25.3pp

81.7%+9.1pp

72.3%+18.5pp

Annual return

12.96%

118.20%-105.2pp

122.11%-109.2pp

97.94%-85.0pp

Employer contribution / active EE

$542

$1,844-70.6%

$5,168-89.5%

$2,406-77.5%

Participant deferral / active EE

$2,037

$2,555-20.3%

$5,569-63.4%

$4,132-50.7%

Admin fee / account holder

$105

$150-29.9%

$16,245-99.4%

$170-38.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$47,312

NORTHWESTERN MUTUAL INVESTMENT SERV2 years

Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO

Service code 27

611 E WISCONSIN AVE · MILWAUKEE, WI 53202

Advisory (Plan)

$29,955

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: ADVISED ASSETS GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,825

A.G. RHODES HEALTH & REHAB MANAGEMENT, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A.G. RHODES HEALTH & REHAB MANAGEMENT, INC. 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