Retirement plan

403(B) THRIFT PLAN OF THE EXTRA MILE REGION 4, INC.

Name: THE EXTRA MILE REGION 4, INC. - 403(B) THRIFT PLAN OF THE EXTRA MILE REGION 4, INC. (2018) Form 5500
Creator: THE EXTRA MILE REGION 4, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE EXTRA MILE REGION 4, INC., THE EXTRA MILE REGION 4, INC.

THE EXTRA MILE REGION 4, INC.EIN 72-1186339Plan #002PY 2018

720 SAINT JOHN ST - LAFAYETTE, LA 705016706337-237-2090LinkedIn11-50 employeeshospital & health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$246K

No prior year

Total participants

No prior year

Average account balance

$11,696

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$320K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+15.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$665

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 codes2F2S2T3D

Plan features

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$159 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.163%

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

$11,696

$90,607-87.1%

$79,467-85.3%

$135,380-91.4%

Participation rate

72.2%

76.0%-3.8pp

73.3%-1.1pp

82.6%-10.4pp

Annual return

0.00%

977.74%-977.7pp

718.30%-718.3pp

519.81%-519.8pp

Employer contribution / active EE

$1,134

$3,068-63.0%

$2,800-59.5%

$4,779-76.3%

Participant deferral / active EE

$2,859

$4,050-29.4%

$3,704-22.8%

$5,609-49.0%

Admin fee / account holder

$136

$5,895-97.7%

$5,104-97.3%

$10,828-98.7%

403(B) THRIFT PLAN OF THE EXTRA MILE REGION 4, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE EXTRA MILE REGION 4, INC.

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