Retirement plan

PINNACLE TREATMENT CENTERS EMPLOYEE 401(K)

Name: PINNACLE TREATMENT CTRS DBA ALLIANCE MED SVCS - PINNACLE TREATMENT CENTERS EMPLOYEE 401(K) (2018) Form 5500
Creator: PINNACLE TREATMENT CTRS DBA ALLIANCE MED SVCS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PINNACLE TREATMENT CENTERS EMPLOYEE 401(K), PINNACLE TREATMENT CTRS DBA ALLIANCE MED SVCS

PINNACLE TREATMENT CTRS DBA ALLIANCE MED SVCSEIN 56-2623168Plan #001PY 2018

3121 SMALLMAN ST - PITTSBURGH, PA 152011425412-281-5301pinnacletreatment.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$6.2M

+1.0% from 2017

Total participants

1,255

+148.0% from 2017

Average account balance

$15,567

-22.4% from 2017

Annual return

-5.58%

-23.34 pp from 2017

Benchmarks

See 1,316 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,316 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.26M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

1,837

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.

30.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.58M

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

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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 1 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$4,118

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$4K

$4 / participant

Contract admin$4K100.0%

% of EOY assets

0.066%

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: GREEN & BRIDGES LLP
Auditor EIN: 025184005
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,567

$45,382-65.7%

$154,114-89.9%

$75,289-79.3%

Participation rate

26.4%

65.9%-39.5pp

83.0%-56.6pp

72.4%-46.0pp

Annual return

-5.58%

-0.47%-5.1pp

735.16%-740.7pp

-0.04%-5.5pp

Employer contribution / active EE

$449

$1,533-70.7%

$5,298-91.5%

$2,405-81.3%

Participant deferral / active EE

$730

$2,384-69.4%

$5,081-85.6%

$3,739-80.5%

Admin fee / account holder

$10

$89-88.4%

$13,411-99.9%

$102-89.9%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$4,118

PINNACLE TREATMENT CENTERS EMPLOYEE 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PINNACLE TREATMENT CENTERS EMPLOYEE 401(K)

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