Retirement plan

COMPREHENSIVE CANCER CENTER OF OKLAHOMA, P.C. 401(K) PLAN

Name: COMPREHENSIVE CANCER CENTER OF OKLA OMA, P.C. - COMPREHENSIVE CANCER CENTER OF OKLAHOMA, P.C. 401(K) PLAN (2019) Form 5500
Creator: COMPREHENSIVE CANCER CENTER OF OKLA OMA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPREHENSIVE CANCER CENTER OF OKLAHOMA, P.C. 401(K) PLAN, COMPREHENSIVE CANCER CENTER OF OKLA OMA, P.C.

COMPREHENSIVE CANCER CENTER OF OKLA OMA, P.C.EIN 32-0044441Plan #001PY 2019

3525 NW 56TH STREET SUITE D100 - OKLAHOMA CITY, OK 73112405-942-9200

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.6M

-8.4% from 2018

Total participants

-2.0% from 2018

Average account balance

$108,806

-6.2% from 2018

Annual return

16.41%

+19.74 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80921

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$44617 / participant

Other / not subdivided$1M100.0%

% of EOY assets

32.219%

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

$108,806

$85,171+27.7%

$172,753-37.0%

$72,976+49.1%

Participation rate

75.8%

70.1%+5.7pp

82.6%-6.9pp

69.5%+6.3pp

Annual return

16.41%

27.32%-10.9pp

803.00%-786.6pp

81.02%-64.6pp

Employer contribution / active EE

$1,104

$3,324-66.8%

$5,144-78.5%

$2,440-54.8%

Participant deferral / active EE

$4,647

$3,260+42.5%

$5,198-10.6%

$3,608+28.8%

Admin fee / account holder

$35,056

$5,880+496.2%

$13,956+151.2%

$5,124+584.1%

COMPREHENSIVE CANCER CENTER OF OKLAHOMA, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPREHENSIVE CANCER CENTER OF OKLAHOMA, P.C. 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