Retirement plan

EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (ESOP PORTION)

Name: EXPERIMENTAL PATHOLOGY LABORATORIES, INC - EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (ESOP PORTION) (2019) 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 (ESOP PORTION), EXPERIMENTAL PATHOLOGY LABORATORIES, INC

EXPERIMENTAL PATHOLOGY LABORATORIES, INCEIN 54-0891017Plan #002PY 2019

P.O. BOX 169 - STERLING, VA 20167703-471-7060LinkedIn1-10 employeesresearch

Other plans on this EIN

1 filing

#001Retirement-$11.6M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$10.7M

+2.4% from 2018

Total participants

137

-13.8% from 2018

Average account balance

$77,835

+18.8% from 2018

Annual return

10.06%

-1.33 pp from 2018

Benchmarks

See 5,341 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,341 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.84M

Not enough data

1 years with asset history on file

Average account balance

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

$175K

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.

159

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+2.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2E2K2O2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$869

$8 / participant

Investment mgmt$869100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,835

$52,967+46.9%

$172,753-54.9%

$65,186+19.4%

Participation rate

100.0%

66.2%+33.8pp

82.6%+17.4pp

70.2%+29.8pp

Annual return

10.06%

30.12%-20.1pp

803.00%-792.9pp

29.39%-19.3pp

Employer contribution / active EE

$4,800

$2,190+119.2%

$5,144-6.7%

$2,177+120.5%

Participant deferral / active EE

$2,471-100.0%

$5,198-100.0%

$3,514-100.0%

Admin fee / account holder

$472-98.7%

$13,956-100.0%

$847-99.3%

EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (ESOP PORTION)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EPL EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN (ESOP 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