Retirement plan

MEDIMAX-RSI CORP EMPLOYEE RETIREMENT PLAN

Name: MEDIMAX-RSI CORPORATION - MEDIMAX-RSI CORP EMPLOYEE RETIREMENT PLAN (2018) Form 5500
Creator: MEDIMAX-RSI CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEDIMAX-RSI CORP EMPLOYEE RETIREMENT PLAN, MEDIMAX-RSI CORPORATION

MEDIMAX-RSI CORPORATIONEIN 66-0622939Plan #001PY 2018

PO BOX 9207 - CAGUAS, PR 00726787-739-5234

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$710K

+6.9% from 2017

Total participants

0.0% from 2017

Average account balance

$33,795

+6.9% from 2017

Annual return

-0.27%

-1.98 pp from 2017

Benchmarks

See 18,165 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,165 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

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

+3.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2263

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 codes2E2J3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

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

$22K

$899 / participant

Other / not subdivided$22K100.0%

% of EOY assets

3.168%

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

$33,795

$75,959-55.5%

$154,114-78.1%

$64,181-47.3%

Participation rate

80.0%

70.4%+9.6pp

83.0%-3.0pp

69.6%+10.4pp

Annual return

-0.27%

30.32%-30.6pp

735.16%-735.4pp

7.63%-7.9pp

Employer contribution / active EE

$447

$3,350-86.7%

$5,298-91.6%

$2,381-81.2%

Participant deferral / active EE

$2,349

$3,175-26.0%

$5,081-53.8%

$3,470-32.3%

Admin fee / account holder

$1,070

$5,589-80.8%

$13,411-92.0%

$4,887-78.1%

MEDIMAX-RSI CORP EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEDIMAX-RSI CORP EMPLOYEE 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