Retirement plan

BADGER, INC. 401(K) PROFIT SHARING PLAN

Name: BADGER, INC. DBA REHABILITATIVE HEALTH SERVICES - BADGER, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: BADGER, INC. DBA REHABILITATIVE HEALTH SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BADGER, INC. 401(K) PROFIT SHARING PLAN, BADGER, INC. DBA REHABILITATIVE HEALTH SERVICES

BADGER, INC. DBA REHABILITATIVE HEALTH SERVICESEIN 82-0528740Plan #001PY 2023

1675 CURLEW DRIVE - AMMON, ID 83406208-523-5319

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+27.9% from 2022

Total participants

135

+15.4% from 2022

Average account balance

$14,086

+9.5% from 2022

Annual return

19.38%

+37.47 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.17M

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

132

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$339K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$647

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$219K

$2350 / participant

Other / not subdivided$219K100.0%

% of EOY assets

13.149%

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

$14,086

$77,908-81.9%

$149,696-90.6%

$75,173-81.3%

Participation rate

81.7%

65.6%+16.1pp

78.8%+2.9pp

67.2%+14.5pp

Annual return

19.38%

31.73%-12.3pp

134.46%-115.1pp

160.72%-141.3pp

Employer contribution / active EE

$1,117

$3,138-64.4%

$4,821-76.8%

$2,671-58.2%

Participant deferral / active EE

$2,254

$3,411-33.9%

$5,682-60.3%

$4,126-45.4%

Admin fee / account holder

$1,852

$5,950-68.9%

$13,212-86.0%

$5,651-67.2%

BADGER, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BADGER, INC. 401(K) PROFIT SHARING 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