Retirement plan

THE ONCOLOGY INSTITUTE RETIREMENT PLAN

Name: TOI MANAGEMENT, LLC - THE ONCOLOGY INSTITUTE RETIREMENT PLAN (2024) Form 5500
Creator: TOI MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ONCOLOGY INSTITUTE RETIREMENT PLAN, TOI MANAGEMENT, LLC

TOI MANAGEMENT, LLCEIN 83-1856196Plan #001PY 2024

18000 STUDEBAKER ROAD - CERRITOS, CA 90703562-735-3226

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$20.8M

+22.7% from 2023

Total participants

760

-8.8% from 2023

Average account balance

$59,785

+25.9% from 2023

Annual return

16.75%

-3.24 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.81M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

348

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.

40.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$224

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 3 by compensation

Provider	Service type	Compensation
ALLIANCE PENSION CONSULTANTS, LLC1 year Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439	Advisory (Plan)	$46,291
PRINCIPAL LIFE INSURANCE COMPANY2 years Service code 13 · EIN 42-0127290	Contract Administrator	$31,740
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$78K

$113 / participant

Investment mgmt$46K59.3%
Contract admin$32K40.7%

% of EOY assets

0.375%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,785

$50,919+17.4%

$155,556-61.6%

$77,762-23.1%

Participation rate

40.4%

63.1%-22.7pp

78.2%-37.8pp

70.6%-30.2pp

Annual return

16.75%

34.84%-18.1pp

64.84%-48.1pp

31.27%-14.5pp

Employer contribution / active EE

$2,054

$1,991+3.1%

$4,675-56.1%

$2,728-24.7%

Participant deferral / active EE

$4,183

$2,824+48.1%

$5,631-25.7%

$4,651-10.1%

Admin fee / account holder

$224

$437-48.7%

$15,885-98.6%

$433-48.2%

Provider

Service type

Compensation

ALLIANCE PENSION CONSULTANTS, LLC1 year

Filed as: ALLIANT INSURANCE SERVICES, INC.

Service code 27 · EIN 33-0785439

Advisory (Plan)

$46,291

PRINCIPAL LIFE INSURANCE COMPANY2 years

Service code 13 · EIN 42-0127290

Contract Administrator

$31,740

MORNINGSTAR1 year

Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L

Service code 26 · EIN 36-4317381

Advisory (Participants)

THE ONCOLOGY INSTITUTE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ONCOLOGY INSTITUTE RETIREMENT 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