Retirement plan

EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION)

Name: EXPERIMENTAL PATHOLOGY LABORATORIES, INC - EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION) (2020) Form 5500
Creator: EXPERIMENTAL PATHOLOGY LABORATORIES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION), EXPERIMENTAL PATHOLOGY LABORATORIES, INC

EXPERIMENTAL PATHOLOGY LABORATORIES, INCEIN 54-0891017Plan #001PY 2020

P.O. BOX 169 - STERLING, VA 201670169703-471-7060LinkedIn1-10 employeesresearch

Other plans on this EIN

1 filing

#002Retirement-$11.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$11.5M

-0.9% from 2019

Total participants

148

+2.8% from 2019

Average account balance

$85,702

-3.1% from 2019

Annual return

3.33%

-2.78 pp from 2019

Benchmarks

See 5,414 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,414 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.47M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

144

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.

91.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290	Contract Administrator	$19,914
PRINCIPAL LIFE INSURANCE COMPANY4 years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 711 HIGH ST · DES MOINES, IA 503920001	Other Services	$9,091
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2G2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$20K

$168 / participant

Investment mgmt$20K100.0%

% of EOY assets

0.176%

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: THOMPSON GREENSPON
Auditor EIN: 541029635
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,702

$58,895+45.5%

$178,503-52.0%

$73,497+16.6%

Participation rate

88.3%

66.2%+22.1pp

81.9%+6.4pp

70.7%+17.7pp

Annual return

3.33%

24.86%-21.5pp

151.12%-147.8pp

28.51%-25.2pp

Employer contribution / active EE

$2,236-100.0%

$5,011-100.0%

$2,270-100.0%

Participant deferral / active EE

$8,376

$2,567+226.3%

$5,202+61.0%

$3,740+124.0%

Admin fee / account holder

$150

$400-62.4%

$13,987-98.9%

$513-70.7%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY5+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$19,914

PRINCIPAL LIFE INSURANCE COMPANY4 years

Filed as: PRINCIPAL SECURITIES INC

Service code 49 · EIN 42-0941553

711 HIGH ST · DES MOINES, IA 503920001

Other Services

$9,091

WILSHIRE ASSOCIATES INCORPORATED5+ years

Service code 27 · EIN 95-2755361

Advisory (Plan)

EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (401(K) PORTION)

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