Retirement plan

MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: MEDICAL MANAGEMENT & REHAB SERVICES INC. - MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: MEDICAL MANAGEMENT & REHAB SERVICES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST, MEDICAL MANAGEMENT & REHAB SERVICES INC.

MEDICAL MANAGEMENT & REHAB SERVICES INC.EIN 52-1978838Plan #001PY 2018

609 GLOBAL WAY SUITE 113 - LINTHICUM, MD 21090410-332-8197LinkedIn51-200 employeesmedical practice

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$941K

+38.2% from 2017

Total participants

256

+20.2% from 2017

Average account balance

$4,037

+15.7% from 2017

Annual return

-9.94%

-24.17 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.71M

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.

249

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.

43.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$463K

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

+12.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86

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
NATIONWIDE2 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830	Recordkeeping	$11,131
GROSS, MENDELSOHN & ASSOCIATES, P.A1 year Service code 10 1801 PORTER STREET, SUITE 500 · BALTIMORE, MD 21230	Accounting	$1,000
H BECK INC1 year Filed as: H. BECK INC. Service code 27 2440 RESEARCH BLVD · ROCKVILLE, MD 20850	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return 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

$3K

$15 / participant

Contract admin$3K99.7%
Other / not subdivided$90.3%

% of EOY assets

0.287%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GROSS, MENDELSOHN & ASSOCIATES, P.A
Auditor EIN: 520982413
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$4,037

$47,977-91.6%

$154,111-97.4%

$56,287-92.8%

Participation rate

87.4%

66.2%+21.3pp

83.0%+4.4pp

69.9%+17.6pp

Annual return

-9.94%

3.54%-13.5pp

735.18%-745.1pp

-9.96%0pp

Employer contribution / active EE

$509

$2,169-76.5%

$5,298-90.4%

$2,111-75.9%

Participant deferral / active EE

$1,596

$2,392-33.3%

$5,081-68.6%

$3,350-52.3%

Admin fee / account holder

$12

$438-97.4%

$13,411-99.9%

$521-97.8%

Provider

Service type

Compensation

NATIONWIDE2 years

Filed as: NATIONWIDE INSURANCE

Service code 15 · EIN 31-4156830

Recordkeeping

$11,131

GROSS, MENDELSOHN & ASSOCIATES, P.A1 year

Service code 10

1801 PORTER STREET, SUITE 500 · BALTIMORE, MD 21230

Accounting

$1,000

H BECK INC1 year

Filed as: H. BECK INC.

Service code 27

2440 RESEARCH BLVD · ROCKVILLE, MD 20850

Advisory (Plan)

MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST

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