Retirement plan

PATHOLOGY SPECIALISTS OF NEW ENGLAND, PA 401(K) RETIREMENT PLAN

Name: PATHOLOGY SPECIALISTS OF NEW ENGLAND, PA - PATHOLOGY SPECIALISTS OF NEW ENGLAND, PA 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: PATHOLOGY SPECIALISTS OF NEW ENGLAND, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PATHOLOGY SPECIALISTS OF NEW ENGLAND, PA 401(K) RETIREMENT PLAN, PATHOLOGY SPECIALISTS OF NEW ENGLAND, PA

PATHOLOGY SPECIALISTS OF NEW ENGLAND, PAEIN 02-0354192Plan #002PY 2018

P.O. BOX 5528 - MANCHESTER, NH 031085528603-669-5300pathologyspecialistsofne.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.1M

+1.5% from 2017

Total participants

+27.3% from 2017

Average account balance

$575,184

-20.2% from 2017

Annual return

-4.85%

-50.39 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.38M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$590K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$54K

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

+11.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4951

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$37K

$3078 / participant

Other / not subdivided$37K100.0%

% of EOY assets

0.459%

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

$575,184

$180,459+218.7%

$154,108+273.2%

$135,380+324.9%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-4.85%

888.21%-893.1pp

735.21%-740.1pp

519.81%-524.7pp

Employer contribution / active EE

$22,777

$6,035+277.4%

$5,298+330.0%

$4,779+376.6%

Participant deferral / active EE

$19,268

$5,806+231.9%

$5,081+279.2%

$5,609+243.5%

Admin fee / account holder

$2,638

$16,145-83.7%

$13,411-80.3%

$10,828-75.6%

PATHOLOGY SPECIALISTS OF NEW ENGLAND, PA 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PATHOLOGY SPECIALISTS OF NEW ENGLAND, PA 401(K) 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