Retirement plan

ANESTHESIA CONSULTANTS OF CALIFORNIA MEDICAL GROUP, INC. 401(K) PS PLAN

Name: ANESTHESIA CONSULTANTS OF CALIFORNIA MEDICAL GROUP, INC. - ANESTHESIA CONSULTANTS OF CALIFORNIA MEDICAL GROUP, INC. 401(K) PS PLAN (2015) Form 5500
Creator: ANESTHESIA CONSULTANTS OF CALIFORNIA MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA CONSULTANTS OF CALIFORNIA MEDICAL GROUP, INC. 401(K) PS PLAN, ANESTHESIA CONSULTANTS OF CALIFORNIA MEDICAL GROUP, INC.

ANESTHESIA CONSULTANTS OF CALIFORNIA MEDICAL GROUP, INC.EIN 33-0636378Plan #002PY 2015

16955 VIA DEL CAMPO #215 - SAN DIEGO, CA 92127858-673-6100

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$18.9M

No prior year

Total participants

No prior year

Average account balance

$393,292

No prior year

Annual return

-0.33%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.08M

Not enough data

1 years with asset history on file

Average account balance

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

$921K

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.

115.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.65M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$52K

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

+18.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57057

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$690K

$17239 / participant

Other / not subdivided$690K100.0%

% of EOY assets

3.653%

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

$393,292

$75,832+418.6%

$147,617+166.4%

$59,633+559.5%

Participation rate

95.0%

71.6%+23.4pp

84.6%+10.4pp

68.7%+26.3pp

Annual return

-0.33%

0.37%-0.7pp

61.98%-62.3pp

2041.45%-2041.8pp

Employer contribution / active EE

$19,794

$3,485+468.0%

$5,564+255.7%

$2,203+798.7%

Participant deferral / active EE

$10,275

$3,131+228.2%

$4,895+109.9%

$3,192+221.9%

Admin fee / account holder

$14,365

$5,986+140.0%

$11,612+23.7%

$4,297+234.3%

ANESTHESIA CONSULTANTS OF CALIFORNIA MEDICAL GROUP, INC. 401(K) PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA CONSULTANTS OF CALIFORNIA MEDICAL GROUP, INC. 401(K) PS 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