Retirement plan

WALTON P.T. 401(K) PLAN

Name: WALTON PHYSICAL THERAPY & SPORTS MEDICINE, INC. - WALTON P.T. 401(K) PLAN (2020) Form 5500
Creator: WALTON PHYSICAL THERAPY & SPORTS MEDICINE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALTON P.T. 401(K) PLAN, WALTON PHYSICAL THERAPY & SPORTS MEDICINE, INC.

WALTON PHYSICAL THERAPY & SPORTS MEDICINE, INC.EIN 93-1273115Plan #001PY 2020

4111 MELISSA DRIVE - LAKE OSWEGO, OR 97034503-639-2118LinkedIn11-50 employeesstaffing and recruiting

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$918K

+13.8% from 2019

Total participants

+33.3% from 2019

Average account balance

$45,879

-14.6% from 2019

Annual return

7.53%

-10.14 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.41M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1067

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 codes2E2F2G2J2R3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$7K

$807 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.792%

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

$45,879

$209,425-78.1%

$178,499-74.3%

$158,966-71.1%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

7.53%

188.80%-181.3pp

151.10%-143.6pp

302.95%-295.4pp

Employer contribution / active EE

$1,272

$5,707-77.7%

$5,011-74.6%

$4,762-73.3%

Participant deferral / active EE

$4,386

$5,955-26.3%

$5,202-15.7%

$5,983-26.7%

Admin fee / account holder

$363

$17,078-97.9%

$13,986-97.4%

$11,250-96.8%

WALTON P.T. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALTON P.T. 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