Retirement plan

CAPE COD ANESTHESIA ASSOCIATES INC. PROFIT SHARING PLAN

Name: CAPE COD ANESTHESIA ASSOCIATES, INC - CAPE COD ANESTHESIA ASSOCIATES INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: CAPE COD ANESTHESIA ASSOCIATES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPE COD ANESTHESIA ASSOCIATES INC. PROFIT SHARING PLAN, CAPE COD ANESTHESIA ASSOCIATES, INC

CAPE COD ANESTHESIA ASSOCIATES, INCEIN 04-2704688Plan #002PY 2016

110 MAIN STREET, UNIT B - HYANNIS, MA 02601508-580-1670LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.6M

No prior year

Total participants

No prior year

Average account balance

$310,437

No prior year

Annual return

7.68%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.80M

Not enough data

1 years with asset history on file

Average account balance

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

$405K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

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

+17.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48863

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 codes2E2F2G2J2T3D

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.
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

$8.8M

$283514 / participant

Other / not subdivided$9M100.0%

% of EOY assets

83.269%

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

$310,437

$77,638+299.9%

$156,551+98.3%

$62,881+393.7%

Participation rate

93.5%

71.2%+22.3pp

84.0%+9.5pp

69.3%+24.2pp

Annual return

7.68%

50.33%-42.6pp

32.23%-24.6pp

20.14%-12.5pp

Employer contribution / active EE

$19,635

$3,444+470.1%

$5,501+256.9%

$2,281+760.8%

Participant deferral / active EE

$12,580

$3,046+313.1%

$4,871+158.2%

$3,203+292.7%

Admin fee / account holder

$258,498

$5,561+4548.1%

$13,028+1884.2%

$4,296+5917.6%

CAPE COD ANESTHESIA ASSOCIATES INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPE COD ANESTHESIA ASSOCIATES INC. 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