Retirement plan

PEACH STATE SURGERY CENTER PROFIT SHARING 401(K) PLAN

Name: PEACH STATE SURGERY CENTER - PEACH STATE SURGERY CENTER PROFIT SHARING 401(K) PLAN (2019) Form 5500
Creator: PEACH STATE SURGERY CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEACH STATE SURGERY CENTER PROFIT SHARING 401(K) PLAN, PEACH STATE SURGERY CENTER

PEACH STATE SURGERY CENTEREIN 20-8311494Plan #002PY 2019

1040 MORNINGSIDE DRIVE - PERRY, GA 31069478-988-4676

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$337K

+38.2% from 2018

Total participants

0.0% from 2018

Average account balance

-100.0% from 2018

Annual return

22.03%

+29.06 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$638K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

500.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$531

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$548 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.813%

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

$202,342-100.0%

$172,753-100.0%

$152,909-100.0%

Participation rate

0.0%

87.1%-87.1pp

82.6%-82.6pp

82.5%-82.5pp

Annual return

22.03%

1029.88%-1007.8pp

803.00%-781.0pp

345.46%-323.4pp

Employer contribution / active EE

$3,002

$5,857-48.7%

$5,144-41.6%

$4,764-37.0%

Participant deferral / active EE

$4,908

$5,948-17.5%

$5,198-5.6%

$5,851-16.1%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

PEACH STATE SURGERY CENTER PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEACH STATE SURGERY CENTER PROFIT SHARING 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