Retirement plan

PORTLAND SURGICAL 401K PLAN

Name: PORTLAND SURGICAL SPECIALISTS 401K - PORTLAND SURGICAL 401K PLAN (2017) Form 5500
Creator: PORTLAND SURGICAL SPECIALISTS 401K
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PORTLAND SURGICAL 401K PLAN, PORTLAND SURGICAL SPECIALISTS 401K

PORTLAND SURGICAL SPECIALISTS 401Kdba PORTLAND SURGICAL SPECIALISTSEIN 20-2056047Plan #001PY 2017

9200 SE 91ST AVE 320 - HAPPY VALLEY, OR 97086503-353-3005portlandsurgery.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$461K

+0.2% from 2016

Total participants

+10.0% from 2016

Average account balance

$41,872

-8.9% from 2016

Annual return

13.83%

+8.73 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8K

Not enough data

1 years with asset history on file

Average account balance

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

$1K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.81%

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 codes2G2J3D

Plan features

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$139K

$17342 / participant

Other / not subdivided$139K100.0%

% of EOY assets

30.122%

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

$41,872

$198,462-78.9%

$170,439-75.4%

$147,585-71.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

13.83%

257.30%-243.5pp

205.94%-192.1pp

578.58%-564.8pp

Employer contribution / active EE

$2,625

$6,184-57.5%

$5,433-51.7%

$4,876-46.2%

Participant deferral / active EE

$6,902

$5,629+22.6%

$4,939+39.7%

$5,439+26.9%

Admin fee / account holder

$12,613

$16,852-25.2%

$13,881-9.1%

$10,886+15.9%

PORTLAND SURGICAL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PORTLAND SURGICAL 401K 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