Retirement plan

CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER 401(K) PLAN

Name: CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER - CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER 401(K) PLAN (2018) Form 5500
Creator: CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER 401(K) PLAN, CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER

CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTEREIN 20-3941865Plan #002PY 2018

104 BURNEY DR. - FLOWOOD, MS 39232601-987-8200capitalorthosports.comLinkedIn51-200 employees

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$6.3M

-0.1% from 2017

Total participants

+12.1% from 2017

Average account balance

$101,548

-6.6% from 2017

Annual return

-8.61%

-25.26 pp from 2017

Benchmarks

See 18,166 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,166 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.19M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

112

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+13.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$673

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

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$197K

$4290 / participant

Other / not subdivided$197K100.0%

% of EOY assets

3.135%

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

$101,548

$76,000+33.6%

$154,111-34.1%

$64,186+58.2%

Participation rate

93.5%

70.4%+23.1pp

83.0%+10.4pp

69.6%+23.9pp

Annual return

-8.61%

30.32%-38.9pp

735.15%-743.8pp

7.63%-16.2pp

Employer contribution / active EE

$9,844

$3,351+193.8%

$5,298+85.8%

$2,381+313.5%

Participant deferral / active EE

$5,360

$3,175+68.8%

$5,081+5.5%

$3,470+54.5%

Admin fee / account holder

$3,183

$5,596-43.1%

$13,411-76.3%

$4,888-34.9%

CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER 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