Retirement plan

CAMBRIA SOMERSET RADIOLOGY & NUCLEAR MEDICINE GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: CAMBRIA SOMERSET RADIOLOGY & NUCLEAR MEDICINE GROUP, INC. - CAMBRIA SOMERSET RADIOLOGY & NUCLEAR MEDICINE GROUP, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CAMBRIA SOMERSET RADIOLOGY & NUCLEAR MEDICINE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMBRIA SOMERSET RADIOLOGY & NUCLEAR MEDICINE GROUP, INC. 401(K) PROFIT SHARING PLAN, CAMBRIA SOMERSET RADIOLOGY & NUCLEAR MEDICINE GROUP, INC.

CAMBRIA SOMERSET RADIOLOGY & NUCLEAR MEDICINE GROUP, INC.EIN 25-1334746Plan #002PY 2017

239 MAIN STREET, SUITE 400 - JOHNSTOWN, PA 15901814-535-4065LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15M

+22.6% from 2016

Total participants

-6.5% from 2016

Average account balance

$518,902

+31.0% from 2016

Annual return

24.04%

+17.22 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.53M

Not enough data

1 years with asset history on file

Average account balance

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

$941K

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.

156.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$312K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+6.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3223

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 codes2E2G2J2F2R

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

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$37043 / participant

Other / not subdivided$1M100.0%

% of EOY assets

7.139%

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

$518,902

$84,236+516.0%

$170,435+204.5%

$70,126+640.0%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

24.04%

23.06%+1.0pp

205.94%-181.9pp

73.15%-49.1pp

Employer contribution / active EE

$18,382

$3,387+442.7%

$5,432+238.4%

$2,343+684.7%

Participant deferral / active EE

$11,017

$3,086+257.0%

$4,939+123.0%

$3,332+230.7%

Admin fee / account holder

$37,043

$5,698+550.1%

$13,881+166.9%

$4,645+697.4%

CAMBRIA SOMERSET RADIOLOGY & NUCLEAR MEDICINE GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMBRIA SOMERSET RADIOLOGY & NUCLEAR MEDICINE GROUP, INC. 401(K) PROFIT SHARING 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