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 (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$725K

-13.8% from 2021

Total participants

0.0% from 2021

Average account balance

$181,132

-13.8% from 2021

Annual return

-17.63%

-35.79 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

$6K

$1439 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.794%

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

$181,132

$167,362+8.2%

$143,799+26.0%

$134,532+34.6%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-17.63%

0.47%-18.1pp

-0.04%-17.6pp

418.27%-435.9pp

Employer contribution / active EE

$3,696

$5,620-34.2%

$4,952-25.4%

$4,741-22.0%

Participant deferral / active EE

$4,446

$6,447-31.0%

$5,638-21.2%

$6,401-30.5%

Admin fee / account holder

$1,439

$18,094-92.0%

$14,677-90.2%

$11,429-87.4%

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