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 (2023) 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 2023

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$23.9M

+43.3% from 2022

Total participants

991

+16.2% from 2022

Average account balance

$48,642

+20.3% from 2022

Annual return

22.16%

+39.72 pp from 2022

Benchmarks

See 4,041 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,041 peers

Snapshot2023

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 INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$6,152

Plan features & details

Pension benefit codes2G2J2T3B2E3D2F

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$7 / participant

Recordkeeping$6K100.0%

% of EOY assets

0.026%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WILLIAMS BENATOR & LIBBY, LLP
Auditor EIN: 581460137
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,642

$47,135+3.2%

$149,717-67.5%

$74,440-34.7%

Participation rate

44.5%

63.4%-18.9pp

78.8%-34.3pp

70.7%-26.2pp

Annual return

22.16%

22.75%-0.6pp

134.41%-112.2pp

34.37%-12.2pp

Employer contribution / active EE

$1,500

$1,906-21.3%

$4,820-68.9%

$2,638-43.1%

Participant deferral / active EE

$2,991

$2,728+9.6%

$5,682-47.4%

$4,529-33.9%

Admin fee / account holder

$13

$343-96.4%

$13,213-99.9%

$348-96.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$6,152

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