Retirement plan

ANESTHESIA MANAGEMENT SERVICES, P. C. PROFIT SHARING PLAN

Name: ANESTHESIA MANAGEMENT SERVICES, P. C. - ANESTHESIA MANAGEMENT SERVICES, P. C. PROFIT SHARING PLAN (2018) Form 5500
Creator: ANESTHESIA MANAGEMENT SERVICES, P. C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA MANAGEMENT SERVICES, P. C. PROFIT SHARING PLAN, ANESTHESIA MANAGEMENT SERVICES, P. C.

ANESTHESIA MANAGEMENT SERVICES, P. C.EIN 27-0002040Plan #002PY 2018

1990 UNION LAKE RD., SUITE 500 - COMMERCE TOWNSHIP, MI 48382248-402-0266amspcmi.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow employer contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$31.5M

No prior year

Total participants

207

No prior year

Average account balance

$165,165

No prior year

Annual return

-2.93%

No prior year

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

$72.75M

Not enough data

1 years with asset history on file

Average account balance

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

$433K

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.

168

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.

94.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+22.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$125

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576	Direct payment from the plan; Recordk...	$88,344
NIAGARA INTERNATIONAL CAPITAL LTD1+ years Service code 27 · EIN 20-2182342	Advisory (Plan)	$69,963
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$5
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: INTEGRATED RETIREMENT PLAN SOL,LLC Service code 27 · EIN 46-4914104	Advisory (Plan)	$0
STANDARD RETIREMENT SERVICES1+ years Service code 19 · EIN 25-1838406	Securities Custodian	$0

Plan features & details

Pension benefit codes2G2J2R2T3D3H2A2E2F

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$22K

$148 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.070%

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: SUMMIT CPA GROUP
Auditor EIN: 113730017
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$165,165

$47,977+244.3%

$154,108+7.2%

$56,289+193.4%

Participation rate

89.2%

66.2%+23.0pp

83.0%+6.2pp

69.9%+19.3pp

Annual return

-2.93%

3.54%-6.5pp

735.21%-738.1pp

-9.96%+7.0pp

Employer contribution / active EE

$195

$2,169-91.0%

$5,298-96.3%

$2,111-90.8%

Participant deferral / active EE

$14,092

$2,392+489.2%

$5,081+177.4%

$3,350+320.7%

Admin fee / account holder

$115

$438-73.8%

$13,411-99.1%

$521-78.0%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP1+ years

Service code 12 · EIN 93-1253576

Direct payment from the plan; Recordk...

$88,344

NIAGARA INTERNATIONAL CAPITAL LTD1+ years

Service code 27 · EIN 20-2182342

Advisory (Plan)

$69,963

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

EPIC RETIREMENT PLAN SERVICES1+ years

Filed as: INTEGRATED RETIREMENT PLAN SOL,LLC

Service code 27 · EIN 46-4914104

Advisory (Plan)

STANDARD RETIREMENT SERVICES1+ years

Service code 19 · EIN 25-1838406

Securities Custodian

ANESTHESIA MANAGEMENT SERVICES, P. C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA MANAGEMENT SERVICES, P. C. 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