Retirement plan

HEAD TO TOE PHYSICAL THERAPY OF TOPSHAM 401(K) RETIREMENT PLAN

Name: HEAD TO TOE PHYSICAL THERAPY OF TOPSHAM - HEAD TO TOE PHYSICAL THERAPY OF TOPSHAM 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: HEAD TO TOE PHYSICAL THERAPY OF TOPSHAM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEAD TO TOE PHYSICAL THERAPY OF TOPSHAM 401(K) RETIREMENT PLAN, HEAD TO TOE PHYSICAL THERAPY OF TOPSHAM

HEAD TO TOE PHYSICAL THERAPY OF TOPSHAMEIN 47-5601431Plan #001PY 2017

439 LEWISTON ROAD - TOPSHAM, ME 04086207-725-4400reform-pt.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$316K

+29.4% from 2016

Total participants

+20.0% from 2016

Average account balance

$52,612

+7.9% from 2016

Annual return

20.87%

+20.87 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

129.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$228K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+23.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$580

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 codes2E2G2F2J3D

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$11K

$2158 / participant

Other / not subdivided$11K100.0%

% of EOY assets

3.418%

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

$52,612

$198,457-73.5%

$170,435-69.1%

$147,586-64.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

20.87%

257.30%-236.4pp

205.94%-185.1pp

578.59%-557.7pp

Employer contribution / active EE

$1,171

$6,183-81.1%

$5,432-78.4%

$4,876-76.0%

Participant deferral / active EE

$5,102

$5,629-9.4%

$4,939+3.3%

$5,439-6.2%

Admin fee / account holder

$1,798

$16,852-89.3%

$13,881-87.0%

$10,886-83.5%

HEAD TO TOE PHYSICAL THERAPY OF TOPSHAM 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEAD TO TOE PHYSICAL THERAPY OF TOPSHAM 401(K) 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