Retirement plan

PRIME HEALTH OF NORTH PORT RETIREMENT PLAN

Name: PRIME HEALTH OF NORTH PORT, LLC - PRIME HEALTH OF NORTH PORT RETIREMENT PLAN (2018) Form 5500
Creator: PRIME HEALTH OF NORTH PORT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIME HEALTH OF NORTH PORT RETIREMENT PLAN, PRIME HEALTH OF NORTH PORT, LLC

PRIME HEALTH OF NORTH PORT, LLCEIN 20-0825333Plan #001PY 2018

2975 BOBCAT VILLAGE CENTER RD, SUITE 100 - NORTH PORT, FL 342888661941-423-9936

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$588K

+0.7% from 2017

Total participants

0.0% from 2017

Average account balance

$97,926

+0.7% from 2017

Annual return

-9.12%

-25.98 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77M

Not enough data

1 years with asset history on file

Average account balance

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

$354K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

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

+13.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17045

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$188 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.224%

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

$97,926

$180,462-45.7%

$154,111-36.5%

$135,379-27.7%

Participation rate

85.7%

87.4%-1.7pp

83.0%+2.7pp

82.6%+3.1pp

Annual return

-9.12%

888.17%-897.3pp

735.18%-744.3pp

519.79%-528.9pp

Employer contribution / active EE

$3,040

$6,036-49.6%

$5,298-42.6%

$4,779-36.4%

Participant deferral / active EE

$5,175

$5,806-10.9%

$5,081+1.9%

$5,609-7.7%

Admin fee / account holder

$219

$16,145-98.6%

$13,411-98.4%

$10,828-98.0%

PRIME HEALTH OF NORTH PORT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIME HEALTH OF NORTH PORT 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