Retirement plan

BERKELEY THERAPY INSTITUTE, INC. RETIREMENT PLAN

Name: BERKELEY THERAPY INSTITUTE, INC. - BERKELEY THERAPY INSTITUTE, INC. RETIREMENT PLAN (2015) Form 5500
Creator: BERKELEY THERAPY INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERKELEY THERAPY INSTITUTE, INC. RETIREMENT PLAN, BERKELEY THERAPY INSTITUTE, INC.

BERKELEY THERAPY INSTITUTE, INC.EIN 94-2191240Plan #001PY 2015

1749 MARTIN LUTHER KING, JR. WAY - BERKELEY, CA 94709510-841-8484bti.orgLinkedIn11-50 employeesmental health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

No prior year

Average account balance

$189,572

No prior year

Annual return

-1.51%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.27M

Not enough data

1 years with asset history on file

Average account balance

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

$318K

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.

78.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$369K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10653

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 codes2L2G

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$41K

$1935 / participant

Other / not subdivided$41K100.0%

% of EOY assets

1.191%

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

$189,572

$168,636+12.4%

$147,617+28.4%

$125,393+51.2%

Participation rate

71.4%

88.8%-17.3pp

84.6%-13.2pp

83.2%-11.8pp

Annual return

-1.51%

77.65%-79.2pp

61.98%-63.5pp

282.23%-283.7pp

Employer contribution / active EE

$6,708

$6,252+7.3%

$5,565+20.5%

$4,866+37.9%

Participant deferral / active EE

$6,708

$5,507+21.8%

$4,895+37.0%

$5,351+25.3%

Admin fee / account holder

$2,258

$13,580-83.4%

$11,611-80.6%

$9,541-76.3%

BERKELEY THERAPY INSTITUTE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERKELEY THERAPY INSTITUTE, INC. 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