Retirement plan

RADIOLOGY, INC. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Name: RADIOLOGY, INC. - RADIOLOGY, INC. EMPLOYEES' PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: RADIOLOGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RADIOLOGY, INC. EMPLOYEES' PROFIT SHARING PLAN & TRUST, RADIOLOGY, INC.

RADIOLOGY, INC.EIN 35-1276175Plan #003PY 2015

620 EDISON ROAD, SUITE 110 - MISHAWAKA, IN 46545574-258-1100rad-inc.comLinkedIn51-200 employeesmedical practice

Prospect flagsLow returnsHigh assets / participant

Top hat statement on fileNQDC

Filed March 30, 2016

Plan administrator

Plan administrator name— Sign in and upgrade to view

PO Box 1258

South Bend State: IN Zip Code: 46624

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Plans declared (1)

Call Pay Plan4 emp

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Total assets (EOY)

$43.1M

No prior year

Total participants

114

No prior year

Average account balance

$381,591

No prior year

Annual return

-2.94%

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

$52.90M

Not enough data

1 years with asset history on file

Average account balance

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

$608K

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+10.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$145099

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
RADIOLOGY, INC.1+ years Service code 51 620 EDISON ROAD, SUITE 110 · MISHAWAKA, IN 46545	Investment Mgmt Fees	$26,801

Plan features & details

Pension benefit codes2E2G2J2K3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$30K

$306 / participant

Investment mgmt$27K89.5%
Contract admin$6162.1%
Other / not subdivided$3K8.4%

% of EOY assets

0.069%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$381,591

$75,832+403.2%

$147,617+158.5%

$59,633+539.9%

Participation rate

99.0%

71.6%+27.4pp

84.6%+14.4pp

68.7%+30.3pp

Annual return

-2.94%

0.37%-3.3pp

61.98%-64.9pp

2041.45%-2044.4pp

Employer contribution / active EE

$13,108

$3,485+276.2%

$5,564+135.6%

$2,203+495.1%

Participant deferral / active EE

$8,115

$3,131+159.2%

$4,895+65.8%

$3,192+154.2%

Admin fee / account holder

$265

$5,986-95.6%

$11,612-97.7%

$4,297-93.8%

Provider

Service type

Compensation

RADIOLOGY, INC.1+ years

Service code 51

620 EDISON ROAD, SUITE 110 · MISHAWAKA, IN 46545

Investment Mgmt Fees

$26,801

RADIOLOGY, INC. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RADIOLOGY, INC. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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