Retirement plan

ST. JUDE EMERGENCY MEDICAL GROUP, INC. PROFIT SHARING 401 (K) PLAN

Name: ST. JUDE EMERGENCY MED GROUP, INC. - ST. JUDE EMERGENCY MEDICAL GROUP, INC. PROFIT SHARING 401 (K) PLAN (2017) Form 5500
Creator: ST. JUDE EMERGENCY MED GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. JUDE EMERGENCY MEDICAL GROUP, INC. PROFIT SHARING 401 (K) PLAN, ST. JUDE EMERGENCY MED GROUP, INC.

ST. JUDE EMERGENCY MED GROUP, INC.EIN 33-0311953Plan #001PY 2017

9930 RESEARCH DRIVE SUITE 100 - IRVINE, CA 92618949-640-1333

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$904K

+27.2% from 2016

Total participants

-10.0% from 2016

Average account balance

$100,440

+41.4% from 2016

Annual return

12.09%

+5.56 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$359K

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.

70.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

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

+13.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20089

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 codes2E2J3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$106K

$11754 / participant

Other / not subdivided$106K100.0%

% of EOY assets

11.703%

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

$100,440

$198,461-49.4%

$170,436-41.1%

$147,585-31.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

12.09%

257.30%-245.2pp

205.94%-193.8pp

578.57%-566.5pp

Employer contribution / active EE

$13,242

$6,184+114.1%

$5,433+143.7%

$4,876+171.5%

Participant deferral / active EE

$9,807

$5,629+74.2%

$4,939+98.5%

$5,439+80.3%

Admin fee / account holder

$11,754

$16,852-30.2%

$13,880-15.3%

$10,885+8.0%

ST. JUDE EMERGENCY MEDICAL GROUP, INC. PROFIT SHARING 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. JUDE EMERGENCY MEDICAL GROUP, INC. PROFIT SHARING 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