Retirement plan

PEDIATRIC ASSOCIATES OF FALL RIVER, INC. RETIREMENT PLAN

Name: PEDIATRIC ASSOCIATES OF FALL RIVER, INC. - PEDIATRIC ASSOCIATES OF FALL RIVER, INC. RETIREMENT PLAN (2017) Form 5500
Creator: PEDIATRIC ASSOCIATES OF FALL RIVER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRIC ASSOCIATES OF FALL RIVER, INC. RETIREMENT PLAN, PEDIATRIC ASSOCIATES OF FALL RIVER, INC.

PEDIATRIC ASSOCIATES OF FALL RIVER, INC.EIN 04-2547627Plan #001PY 2017

851 MIDDLE STREET - FALL RIVER, MA 02721508-675-2131pedsfrma.comLinkedIn51-200 employees

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$11.7M

+13.2% from 2016

Total participants

+1.7% from 2016

Average account balance

$197,965

+11.2% from 2016

Annual return

8.90%

+8.23 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.40M

Not enough data

1 years with asset history on file

Average account balance

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

$287K

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.

182.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$588K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+9.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23867

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$260K

$5409 / participant

Other / not subdivided$260K100.0%

% of EOY assets

2.223%

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

$197,965

$84,236+135.0%

$170,435+16.2%

$70,126+182.3%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

8.90%

23.06%-14.2pp

205.94%-197.0pp

73.15%-64.2pp

Employer contribution / active EE

$8,304

$3,387+145.2%

$5,432+52.9%

$2,343+254.5%

Participant deferral / active EE

$4,501

$3,086+45.9%

$4,939-8.9%

$3,332+35.1%

Admin fee / account holder

$4,400

$5,698-22.8%

$13,881-68.3%

$4,645-5.3%

PEDIATRIC ASSOCIATES OF FALL RIVER, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRIC ASSOCIATES OF FALL RIVER, 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