Retirement plan

RESIDENTIAL TREATMENT SERVICES OF ALAMANCE, INC. RETIREMENT PLAN

Name: RESIDENTIAL TREATMENT SERVICES OF ALAMANCE, INC. - RESIDENTIAL TREATMENT SERVICES OF ALAMANCE, INC. RETIREMENT PLAN (2017) Form 5500
Creator: RESIDENTIAL TREATMENT SERVICES OF ALAMANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RESIDENTIAL TREATMENT SERVICES OF ALAMANCE, INC. RETIREMENT PLAN, RESIDENTIAL TREATMENT SERVICES OF ALAMANCE, INC.

RESIDENTIAL TREATMENT SERVICES OF ALAMANCE, INC.EIN 56-0988222Plan #002PY 2017

P. O. BOX 427 - BURLINGTON, NC 272160427336-227-2994rtsalamance.orgLinkedIn11-50 employeesmental health care

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$904K

+22.5% from 2016

Total participants

-14.3% from 2016

Average account balance

$33,498

+22.5% from 2016

Annual return

17.14%

+12.16 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

122.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9958

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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 participant contribution
Participant 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

$30K

$1218 / participant

Other / not subdivided$30K100.0%

% of EOY assets

3.368%

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

$33,498

$84,236-60.2%

$170,435-80.3%

$70,126-52.2%

Participation rate

88.0%

70.8%+17.2pp

83.6%+4.4pp

69.5%+18.5pp

Annual return

17.14%

23.06%-5.9pp

205.94%-188.8pp

73.15%-56.0pp

Employer contribution / active EE

$1,979

$3,387-41.6%

$5,432-63.6%

$2,343-15.5%

Participant deferral / active EE

$820

$3,086-73.4%

$4,939-83.4%

$3,332-75.4%

Admin fee / account holder

$1,128

$5,698-80.2%

$13,881-91.9%

$4,645-75.7%

RESIDENTIAL TREATMENT SERVICES OF ALAMANCE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RESIDENTIAL TREATMENT SERVICES OF ALAMANCE, INC. 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