Retirement plan

ASIAN REHABILITATION SERVICE, INC. 401(K) PROFIT SHARING PLAN

Name: ASIAN REHABILITATOIN SERVICE, INC. - ASIAN REHABILITATION SERVICE, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ASIAN REHABILITATOIN SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASIAN REHABILITATION SERVICE, INC. 401(K) PROFIT SHARING PLAN, ASIAN REHABILITATOIN SERVICE, INC.

ASIAN REHABILITATOIN SERVICE, INC.EIN 51-0173858Plan #001PY 2016

7009 WASHINGTON AVE, - WHITTER, CA 90602213-743-9242

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$313K

No prior year

Total participants

No prior year

Average account balance

$5,788

No prior year

Annual return

6.55%

No prior year

Benchmarks

See 3,682 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,682 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

114.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$825

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$14K

$271 / participant

Other / not subdivided$14K100.0%

% of EOY assets

4.334%

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

$5,788

$39,132-85.2%

$57,196-89.9%

$62,881-90.8%

Participation rate

72.0%

70.5%+1.5pp

75.3%-3.3pp

69.3%+2.7pp

Annual return

6.55%

9.24%-2.7pp

14.59%-8.0pp

20.14%-13.6pp

Employer contribution / active EE

$2,082

$1,874+11.1%

$2,683-22.4%

$2,281-8.7%

Participant deferral / active EE

$261

$2,374-89.0%

$3,096-91.6%

$3,203-91.8%

Admin fee / account holder

$251

$2,594-90.3%

$3,141-92.0%

$4,296-94.2%

ASIAN REHABILITATION SERVICE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASIAN REHABILITATION SERVICE, INC. 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