Retirement plan

OCCUPATIONAL THERAPY SERVICES, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: OCCUPATIONAL THERAPY SERVICES, LLC - OCCUPATIONAL THERAPY SERVICES, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: OCCUPATIONAL THERAPY SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OCCUPATIONAL THERAPY SERVICES, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN, OCCUPATIONAL THERAPY SERVICES, LLC

OCCUPATIONAL THERAPY SERVICES, LLCEIN 46-5457901Plan #001PY 2018

1899 HUGHES DRIVE - CHAPPELL, NE 69129308-289-6921

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$319K

+18.7% from 2017

Total participants

0.0% from 2017

Average account balance

$63,701

+18.7% from 2017

Annual return

4.11%

-47.78 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.39M

Not enough data

1 years with asset history on file

Average account balance

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

$278K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1775

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 codes2E2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$457 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.718%

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

$63,701

$180,466-64.7%

$154,114-58.7%

$135,382-52.9%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

4.11%

888.15%-884.0pp

735.16%-731.1pp

519.77%-515.7pp

Employer contribution / active EE

$3,615

$6,035-40.1%

$5,298-31.8%

$4,779-24.4%

Participant deferral / active EE

$4,215

$5,806-27.4%

$5,081-17.0%

$5,609-24.9%

Admin fee / account holder

$457

$16,144-97.2%

$13,411-96.6%

$10,829-95.8%

OCCUPATIONAL THERAPY SERVICES, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OCCUPATIONAL THERAPY SERVICES, LLC SAFE HARBOR 401(K) PROFIT SHARING 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