Retirement plan

ORTHOARIZONA RETIREMENT PLAN (FKA OSNA RETIREMENT PLAN)

Name: ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLC - ORTHOARIZONA RETIREMENT PLAN (FKA OSNA RETIREMENT PLAN) (2018) Form 5500
Creator: ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHOARIZONA RETIREMENT PLAN (FKA OSNA RETIREMENT PLAN), ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLC

ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLCEIN 26-0152289Plan #001PY 2018

4222 E THOMAS RD SUITE 250 - PHOENIX, AZ 85018602-772-3800LinkedIn501-1000 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$38.8M

+6.1% from 2017

Total participants

804

+14.4% from 2017

Average account balance

$48,401

-8.7% from 2017

Annual return

-5.09%

-22.11 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$90.17M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

1,146

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.

82.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118

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

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930	Recordkeeping	$52,059
CBIZ RETIREMENT PLAN SERVICES3 years Filed as: CBIZ SAVITZ Service code 10 · EIN 31-1582098	Accounting	$18,000

Plan features & details

Pension benefit codes2E2F2G2J2R2S2T3B

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$69K

$169 / participant

Other / not subdivided$69K100.0%

% of EOY assets

0.178%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WALLACE, PLESE, DREHER, LLP
Auditor EIN: 860841383
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,401

$37,196+30.1%

$154,111-68.6%

$55,725-13.1%

Participation rate

99.3%

64.1%+35.2pp

83.0%+16.2pp

70.9%+28.4pp

Annual return

-5.09%

1319.68%-1324.8pp

735.18%-740.3pp

244.93%-250.0pp

Employer contribution / active EE

$6,636

$1,614+311.1%

$5,298+25.3%

$2,078+219.3%

Participant deferral / active EE

$5,038

$2,068+143.6%

$5,081-0.8%

$3,356+50.1%

Admin fee / account holder

$86

$102-15.3%

$13,411-99.4%

$115-25.3%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.4+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$52,059

CBIZ RETIREMENT PLAN SERVICES3 years

Filed as: CBIZ SAVITZ

Service code 10 · EIN 31-1582098

Accounting

$18,000

ORTHOARIZONA RETIREMENT PLAN (FKA OSNA RETIREMENT PLAN)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORTHOARIZONA RETIREMENT PLAN (FKA OSNA 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