Retirement plan

INDIANA UNIVERSITY RADIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN

Name: INDIANA UNIVERSITY RADIOLOGY ASSOCIATES, INC. - INDIANA UNIVERSITY RADIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: INDIANA UNIVERSITY RADIOLOGY ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDIANA UNIVERSITY RADIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN, INDIANA UNIVERSITY RADIOLOGY ASSOCIATES, INC.

INDIANA UNIVERSITY RADIOLOGY ASSOCIATES, INC.EIN 35-1464192Plan #001PY 2018

550 UNIVERSITY BLVD, SUITE 663 - INDIANAPOLIS, IN 462025149317-278-9815LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$15M

-11.0% from 2017

Total participants

-7.2% from 2017

Average account balance

$237,410

-5.3% from 2017

Annual return

-2.53%

-19.33 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.76M

Not enough data

1 years with asset history on file

Average account balance

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

$485K

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.

392.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$78281

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 codes2E2J3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$55026 / participant

Other / not subdivided$1M100.0%

% of EOY assets

9.565%

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

$237,410

$75,962+212.5%

$154,108+54.1%

$64,173+270.0%

Participation rate

96.2%

70.4%+25.7pp

83.0%+13.1pp

69.6%+26.6pp

Annual return

-2.53%

30.32%-32.8pp

735.21%-737.7pp

7.63%-10.2pp

Employer contribution / active EE

$523

$3,350-84.4%

$5,298-90.1%

$2,381-78.0%

Participant deferral / active EE

$3,175-100.0%

$5,081-100.0%

$3,470-100.0%

Admin fee / account holder

$22,709

$5,589+306.3%

$13,411+69.3%

$4,887+364.6%

INDIANA UNIVERSITY RADIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDIANA UNIVERSITY RADIOLOGY ASSOCIATES, INC. PROFIT SHARING 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