Retirement plan

ADVANCED PERFORMANCE AND REHABILITATION SERVICES 401(K) PLAN

Name: ADVANCED PERFORMANCE AND REHABILITATION SERVICES, INC. - ADVANCED PERFORMANCE AND REHABILITATION SERVICES 401(K) PLAN (2024) Form 5500
Creator: ADVANCED PERFORMANCE AND REHABILITATION SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED PERFORMANCE AND REHABILITATION SERVICES 401(K) PLAN, ADVANCED PERFORMANCE AND REHABILITATION SERVICES, INC.

ADVANCED PERFORMANCE AND REHABILITATION SERVICES, INC.EIN 81-0515500Plan #001PY 2024

1532 ELLIS STREET SUITE 201 - BOZEMAN, MT 59715406-587-4501LinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

-12.2% from 2023

Total participants

+7.1% from 2023

Average account balance

$80,652

-8.8% from 2023

Annual return

10.67%

-4.41 pp from 2023

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

113.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$163K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27256

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 codes2E2J2F2G3D

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.
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

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

$709K

$30811 / participant

Other / not subdivided$709K100.0%

% of EOY assets

33.794%

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

$80,652

$183,627-56.1%

$155,602-48.2%

$145,978-44.8%

Participation rate

82.6%

82.7%-0.1pp

78.2%+4.4pp

80.3%+2.3pp

Annual return

10.67%

61.32%-50.6pp

64.81%-54.1pp

550.52%-539.8pp

Employer contribution / active EE

$2,258

$5,316-57.5%

$4,675-51.7%

$4,662-51.6%

Participant deferral / active EE

$4,843

$6,466-25.1%

$5,629-14.0%

$6,690-27.6%

Admin fee / account holder

$27,256

$19,327+41.0%

$15,923+71.2%

$13,400+103.4%

ADVANCED PERFORMANCE AND REHABILITATION SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED PERFORMANCE AND REHABILITATION SERVICES 401(K) 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