Retirement plan

FISIOTERAPIA DEL NORTE RETIREMENT PLAN

Name: FISIOTERAPIA DEL NORTE - FISIOTERAPIA DEL NORTE RETIREMENT PLAN (2019) Form 5500
Creator: FISIOTERAPIA DEL NORTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FISIOTERAPIA DEL NORTE RETIREMENT PLAN, FISIOTERAPIA DEL NORTE

FISIOTERAPIA DEL NORTEEIN 66-0695301Plan #001PY 2019

35 JUAN C. BORBON, SUITE 67-85 - GUAYNABO, PR 00969787-399-0587

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$469K

+31.9% from 2018

Total participants

+14.3% from 2018

Average account balance

$78,107

+31.9% from 2018

Annual return

21.49%

-30.62 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$829K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$513

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 codes2E2F2G2J3C

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.
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

$7K

$834 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.423%

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

$78,107

$202,342-61.4%

$172,753-54.8%

$152,909-48.9%

Participation rate

75.0%

87.1%-12.1pp

82.6%-7.6pp

82.5%-7.5pp

Annual return

21.49%

1029.88%-1008.4pp

803.00%-781.5pp

345.46%-324.0pp

Employer contribution / active EE

$1,804

$5,857-69.2%

$5,144-64.9%

$4,764-62.1%

Participant deferral / active EE

$2,817

$5,948-52.6%

$5,198-45.8%

$5,851-51.9%

Admin fee / account holder

$1,111

$17,112-93.5%

$13,956-92.0%

$11,601-90.4%

FISIOTERAPIA DEL NORTE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FISIOTERAPIA DEL NORTE 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