Retirement plan

COMMUNITY HOSPITALS ONCOLOGY PHYSICIANS, LLC RETIREMENT PLAN

Name: COMMUNITY HOSPITALS ONCOLOGY PHYSICIANS, LLC DBA CHOP, LLC - COMMUNITY HOSPITALS ONCOLOGY PHYSICIANS, LLC RETIREMENT PLAN (2019) Form 5500
Creator: COMMUNITY HOSPITALS ONCOLOGY PHYSICIANS, LLC DBA CHOP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HOSPITALS ONCOLOGY PHYSICIANS, LLC RETIREMENT PLAN, COMMUNITY HOSPITALS ONCOLOGY PHYSICIANS, LLC DBA CHOP, LLC

COMMUNITY HOSPITALS ONCOLOGY PHYSICIANS, LLC DBA CHOP, LLCEIN 20-3344089Plan #001PY 2019

P.O. BOX 17220 - INDIANAPOLIS, IN 46217317-753-9440LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.9M

+41.3% from 2018

Total participants

-3.0% from 2018

Average account balance

$128,376

+36.6% from 2018

Annual return

27.96%

+35.95 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.56M

Not enough data

1 years with asset history on file

Average account balance

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

$178K

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.

86.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$708K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8475

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 codes2F2G2J2T3D2E

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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$81K

$2602 / participant

Other / not subdivided$81K100.0%

% of EOY assets

2.094%

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

$128,376

$85,171+50.7%

$172,753-25.7%

$72,976+75.9%

Participation rate

93.5%

70.1%+23.5pp

82.6%+10.9pp

69.5%+24.1pp

Annual return

27.96%

27.32%+0.6pp

803.00%-775.0pp

81.02%-53.1pp

Employer contribution / active EE

$3,986

$3,324+19.9%

$5,144-22.5%

$2,440+63.4%

Participant deferral / active EE

$9,935

$3,260+204.7%

$5,198+91.1%

$3,608+175.4%

Admin fee / account holder

$2,688

$5,880-54.3%

$13,956-80.7%

$5,124-47.5%

COMMUNITY HOSPITALS ONCOLOGY PHYSICIANS, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY HOSPITALS ONCOLOGY PHYSICIANS, LLC 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