Retirement plan

ELYRIA ANESTHESIA SERVICES, INC. PROFIT SHARING/401K PLAN & TRUST

Name: ELYRIA ANESTHESIA SERVICES, INC. - ELYRIA ANESTHESIA SERVICES, INC. PROFIT SHARING/401K PLAN & TRUST (2016) Form 5500
Creator: ELYRIA ANESTHESIA SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELYRIA ANESTHESIA SERVICES, INC. PROFIT SHARING/401K PLAN & TRUST, ELYRIA ANESTHESIA SERVICES, INC.

ELYRIA ANESTHESIA SERVICES, INC.EIN 34-1086687Plan #002PY 2016

860 EAST BROAD ST. - ELYRIA, OH 44035440-323-8515LinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.5M

-2.6% from 2015

Total participants

-2.6% from 2015

Average account balance

$303,919

-0.0% from 2015

Annual return

6.85%

+5.89 pp from 2015

Benchmarks

See 785 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort785 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.97M

Not enough data

1 years with asset history on file

Average account balance

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

$333K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+18.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6341

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 codes3D2E2J2T

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.
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.

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

$2.1M

Other / not subdivided$2M100.0%

% of EOY assets

18.150%

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

$303,919

$306,927-1.0%

$156,551+94.1%

Participation rate

0.0%

59.9%-59.9pp

84.0%-84.0pp

Annual return

6.85%

1.08%+5.8pp

32.23%-25.4pp

Employer contribution / active EE

$1,481-100.0%

$5,501-100.0%

Participant deferral / active EE

$1,779-100.0%

$4,871-100.0%

Admin fee / account holder

$55,160

$73,834-25.3%

$13,028+323.4%

ELYRIA ANESTHESIA SERVICES, INC. PROFIT SHARING/401K PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELYRIA ANESTHESIA SERVICES, INC. PROFIT SHARING/401K PLAN & TRUST

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