Retirement plan

FLORIDA UROLOGY PARTNERS, LLP 401(K) PLAN

Name: FLORIDA UROLOGY PARTNERS, LLP - FLORIDA UROLOGY PARTNERS, LLP 401(K) PLAN (2018) Form 5500
Creator: FLORIDA UROLOGY PARTNERS, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLORIDA UROLOGY PARTNERS, LLP 401(K) PLAN, FLORIDA UROLOGY PARTNERS, LLP

FLORIDA UROLOGY PARTNERS, LLPEIN 26-1300103Plan #001PY 2018

5523 W. CYPRESS ST., SUITE 202 - TAMPA, FL 33607813-356-0196floridaurologypartners.comLinkedIn201-500 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$12.5M

-4.4% from 2017

Total participants

213

+13.9% from 2017

Average account balance

$58,715

-16.1% from 2017

Annual return

-7.45%

-22.98 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

$28.91M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

215

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.

83.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+7.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$380

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 4 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480	Insurance Broker	$5,831
MESIROW FINANCIAL INVESTMENT MANAGE1 year Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849	Advisory (Plan)	$2,421
MATTHEWS BENEFIT GROUP, INC.1 year Service code 15 · EIN 59-3056586	Recordkeeping	$1,880
TRANSAMERICA RETIREMENT SOLUTIONS1 year Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399	Recordkeeping	$750

Plan features & details

Pension benefit codes2A2E2F2G2J3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$47 / participant

Contract admin$5K100.0%

% of EOY assets

0.040%

all-in expense ratio

Categories reported

1 / 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: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,715

$47,977+22.4%

$154,114-61.9%

$56,287+4.3%

Participation rate

100.0%

66.2%+33.8pp

83.0%+17.0pp

69.9%+30.1pp

Annual return

-7.45%

3.54%-11.0pp

735.16%-742.6pp

-9.96%+2.5pp

Employer contribution / active EE

$7,948

$2,169+266.5%

$5,298+50.0%

$2,111+276.5%

Participant deferral / active EE

$4,689

$2,392+96.1%

$5,081-7.7%

$3,350+40.0%

Admin fee / account holder

$24

$438-94.6%

$13,411-99.8%

$521-95.4%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH

Service code 22 · EIN 13-2808480

Insurance Broker

$5,831

MESIROW FINANCIAL INVESTMENT MANAGE1 year

Filed as: MESIROW FINANCIAL, INC.

Service code 27 · EIN 36-3194849

Advisory (Plan)

$2,421

MATTHEWS BENEFIT GROUP, INC.1 year

Service code 15 · EIN 59-3056586

Recordkeeping

$1,880

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Filed as: TRANSAMERICA FINANCIAL LIFE INS CO

Service code 15 · EIN 36-6071399

Recordkeeping

$750

FLORIDA UROLOGY PARTNERS, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLORIDA UROLOGY PARTNERS, LLP 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