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 (2021) 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 2021

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)

$13.6M

-25.5% from 2020

Total participants

+8.3% from 2020

Average account balance

$302,730

-20.5% from 2020

Annual return

12.37%

-10.64 pp from 2020

Benchmarks

See 18,809 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,809 peers

Snapshot2021

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

$7.9M

$175930 / participant

Other / not subdivided$8M100.0%

% of EOY assets

58.114%

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

$302,730

$95,383+217.4%

$185,837+62.9%

$85,856+252.6%

Participation rate

84.4%

68.8%+15.7pp

81.7%+2.7pp

69.3%+15.1pp

Annual return

12.37%

23.59%-11.2pp

122.08%-109.7pp

318.58%-306.2pp

Employer contribution / active EE

$10,904

$3,313+229.1%

$5,168+111.0%

$2,565+325.1%

Participant deferral / active EE

$11,424

$3,423+233.7%

$5,568+105.2%

$3,952+189.1%

Admin fee / account holder

$175,930

$7,213+2339.2%

$16,241+983.2%

$6,261+2710.1%

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