Retirement plan

PORTSMOUTH ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Name: PORTSMOUTH ANESTHESIA ASSOCIATES, P.A. - PORTSMOUTH ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: PORTSMOUTH ANESTHESIA ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PORTSMOUTH ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN, PORTSMOUTH ANESTHESIA ASSOCIATES, P.A.

PORTSMOUTH ANESTHESIA ASSOCIATES, P.A.EIN 02-0453858Plan #002PY 2017

333 BORTHWICK AVENUE - PORTSMOUTH, NH 03801603-433-4048LinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.8M

-4.9% from 2016

Total participants

0.0% from 2016

Average account balance

$586,428

-4.9% from 2016

Annual return

15.59%

+8.97 pp from 2016

Benchmarks

See 306 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort306 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.07M

Not enough data

1 years with asset history on file

Average account balance

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

$377K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$47K

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

+17.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6037

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 codes2E2G2J3D

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.
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

$23K

$1553 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.265%

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

$586,428

$83,857+599.3%

$147,586+297.3%

Participation rate

100.0%

69.2%+30.8pp

82.8%+17.2pp

Annual return

15.59%

26.67%-11.1pp

578.59%-563.0pp

Employer contribution / active EE

$36,416

$3,062+1089.4%

$4,876+646.8%

Participant deferral / active EE

$3,300

$4,009-17.7%

$5,439-39.3%

Admin fee / account holder

$1,553

$6,093-74.5%

$10,886-85.7%

PORTSMOUTH ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PORTSMOUTH ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING 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