Retirement plan

ORTHOPEDIC ONE, INC. 401(K) PLAN

Name: ORTHOPEDIC ONE, INC. - ORTHOPEDIC ONE, INC. 401(K) PLAN (2015) Form 5500
Creator: ORTHOPEDIC ONE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHOPEDIC ONE, INC. 401(K) PLAN, ORTHOPEDIC ONE, INC.

ORTHOPEDIC ONE, INC.EIN 20-0503812Plan #001PY 2015

170 TAYLOR STATION ROAD - COLUMBUS, OH 43213614-545-7905orthopedicone.comLinkedIn501-1000 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$57.9M

No prior year

Total participants

596

No prior year

Average account balance

$105,986

No prior year

Annual return

95.51%

No prior year

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$152.02M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

875

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$49

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641	Recordkeeping	$18,421
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182267	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2G2K2J

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$18K

$36 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.032%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLARK SCHAEFER HACKETT & CO
Auditor EIN: 310800053
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$105,986

$37,117+185.5%

$147,618-28.2%

$55,191+92.0%

Participation rate

90.3%

63.6%+26.6pp

84.6%+5.6pp

69.2%+21.1pp

Annual return

95.51%

3.44%+92.1pp

61.98%+33.5pp

10.78%+84.7pp

Employer contribution / active EE

$9,970

$1,620+515.3%

$5,565+79.2%

$1,899+425.1%

Participant deferral / active EE

$4,657

$1,985+134.6%

$4,895-4.9%

$3,046+52.9%

Admin fee / account holder

$34

$86-60.6%

$11,612-99.7%

$91-62.8%

Provider

Service type

Compensation

MILLIMAN, INC.1+ years

Service code 15 · EIN 91-0675641

Recordkeeping

$18,421

MATRIX TRUST COMPANY1+ years

Filed as: MATRIX TRUST

Service code 19 · EIN 75-3182267

Securities Custodian

ORTHOPEDIC ONE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORTHOPEDIC ONE, INC. 401(K) 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