Retirement plan

A S MEDICAL CENTER 401(K) PROFIT SHARING PLAN

Name: A S MEDICAL CENTER - A S MEDICAL CENTER 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: A S MEDICAL CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A S MEDICAL CENTER 401(K) PROFIT SHARING PLAN, A S MEDICAL CENTER

A S MEDICAL CENTEREIN 20-0215210Plan #001PY 2021

194 HOSPITAL ROAD - BLAIRSVILLE, GA 30512706-781-1966

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+24.5% from 2020

Total participants

-28.0% from 2020

Average account balance

-100.0% from 2020

Annual return

17.09%

-2.06 pp from 2020

Benchmarks

See 15,324 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,324 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.48M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$233K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$114,130-100.0%

$96,192-100.0%

$167,553-100.0%

Participation rate

0.0%

75.1%-75.1pp

68.4%-68.4pp

82.1%-82.1pp

Annual return

17.09%

190.07%-173.0pp

192.09%-175.0pp

478.89%-461.8pp

Employer contribution / active EE

$1,539

$3,431-55.2%

$2,799-45.0%

$4,840-68.2%

Participant deferral / active EE

$4,143

$5,198-20.3%

$4,351-4.8%

$6,343-34.7%

Admin fee / account holder

$6,901-100.0%

$5,539-100.0%

$12,316-100.0%

A S MEDICAL CENTER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

A S MEDICAL CENTER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion