Retirement plan

ANESTHESIA SPECIALISTS OF BETHLEHEM, 401(K) PLAN

Name: ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C. - ANESTHESIA SPECIALISTS OF BETHLEHEM, 401(K) PLAN (2018) Form 5500
Creator: ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA SPECIALISTS OF BETHLEHEM, 401(K) PLAN, ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C.

ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C.EIN 23-2748823Plan #002PY 2018

ONE WEST BROAD STREET, SUITE 506 - BETHLEHEM, PA 18018610-954-5810anesthesiabethlehem.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participantRecently reached 100 employees

How to read this page

Total assets (EOY)

$41.3M

+0.3% from 2017

Total participants

107

+37.2% from 2017

Average account balance

$385,861

-26.9% from 2017

Annual return

-0.68%

-15.28 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$104.14M

Not enough data

1 years with asset history on file

Average account balance

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

$397K

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.

262

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.

91.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$55K

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

+13.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80

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 codes2E2G2J2R2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.6M

$35365 / participant

Other / not subdivided$4M100.0%

% of EOY assets

8.651%

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

$385,861

$47,977+704.3%

$154,108+150.4%

$56,289+585.5%

Participation rate

100.0%

66.2%+33.8pp

83.0%+17.0pp

69.9%+30.1pp

Annual return

-0.68%

3.54%-4.2pp

735.21%-735.9pp

-9.96%+9.3pp

Employer contribution / active EE

$31,700

$2,169+1361.7%

$5,298+498.4%

$2,111+1401.6%

Participant deferral / active EE

$7,216

$2,392+201.7%

$5,081+42.0%

$3,350+115.4%

Admin fee / account holder

$33,382

$438+7517.6%

$13,411+148.9%

$521+6307.8%

ANESTHESIA SPECIALISTS OF BETHLEHEM, 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA SPECIALISTS OF BETHLEHEM, 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