Retirement plan

OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN

Name: OSU PHYSICIANS, INC. - OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN (2017) Form 5500
Creator: OSU PHYSICIANS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN, OSU PHYSICIANS, INC.

OSU PHYSICIANS, INC.EIN 31-1447726Plan #001PY 2017

700 ACKERMAN ROAD SUITE 6007 - COLUMBUS, OH 43202614-685-1542osuphysicians.comLinkedIn1001-5000 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$29.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$111.6M

+12.5% from 2016

Total participants

2,153

+5.4% from 2016

Average account balance

$51,898

+6.6% from 2016

Annual return

15.24%

+4.86 pp from 2016

Benchmarks

See 1,308 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,308 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$182.85M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

3,733

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.79M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 5 by compensation

Provider	Service type	Compensation
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$221,589
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22	Insurance Broker	$153,180
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA Service code 15	Recordkeeping	$62,216
PENTEGRA SERVICES, INC.3+ years Filed as: APS-PENTEGRA Service code 15 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297	Recordkeeping	$61,830
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004	Insurance Broker	$0

Plan features & details

Pension benefit codes2A2E2F2G2R2T3H

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.
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.
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

0 tripped

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

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: BLUE & COMPANY, LLC
Auditor EIN: 351178661
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,898

$44,989+15.4%

$170,435-69.5%

$77,958-33.4%

Participation rate

99.7%

64.6%+35.1pp

83.6%+16.1pp

71.6%+28.1pp

Annual return

15.24%

19.61%-4.4pp

205.94%-190.7pp

20.87%-5.6pp

Employer contribution / active EE

$4,484

$1,466+205.9%

$5,432-17.4%

$2,310+94.1%

Participant deferral / active EE

$2,208-100.0%

$4,939-100.0%

$3,537-100.0%

Admin fee / account holder

$69-100.0%

$13,881-100.0%

$97-100.0%

Provider

Service type

Compensation

NATIONWIDE3+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$221,589

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 22

Insurance Broker

$153,180

PENTEGRA SERVICES, INC.1 year

Filed as: APS - PENTEGRA

Service code 15

Recordkeeping

$62,216

PENTEGRA SERVICES, INC.3+ years

Filed as: APS-PENTEGRA

Service code 15

6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297

Recordkeeping

$61,830

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY SMITH BARNEY, LLC

Service code 22

1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004

Insurance Broker

OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OSU PHYSICIANS, INC. INTERIM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion