Retirement plan

JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST

Name: JAG - ONE INTERMEDIATE HOLDINGS - JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: JAG - ONE INTERMEDIATE HOLDINGS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST, JAG - ONE INTERMEDIATE HOLDINGS

JAG - ONE INTERMEDIATE HOLDINGSEIN 83-1033256Plan #001PY 2022

981 US 22, 2ND FLOOR - BRIDGEWATER, NJ 08807201-801-7141

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$16.7M

-3.1% from 2021

Total participants

853

+35.6% from 2021

Average account balance

$40,451

-23.5% from 2021

Annual return

-17.56%

-34.45 pp from 2021

Benchmarks

See 3,875 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,875 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.88M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

592

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.

24.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+19.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$4,024

Plan features & details

Pension benefit codes2F2G2J2T3B3H2E3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$5 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US, LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,451

$46,332-12.7%

$143,799-71.9%

$64,819-37.6%

Participation rate

43.6%

64.2%-20.7pp

80.3%-36.7pp

71.5%-27.9pp

Annual return

-17.56%

-10.05%-7.5pp

-0.04%-17.5pp

32.84%-50.4pp

Employer contribution / active EE

$1,188

$1,911-37.9%

$4,952-76.0%

$2,507-52.6%

Participant deferral / active EE

$2,812

$2,647+6.2%

$5,638-50.1%

$4,311-34.8%

Admin fee / account holder

$10

$154-93.7%

$14,677-99.9%

$188-94.8%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$4,024

JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST

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