Retirement plan

ALLIED HOSPITAL PATHOLOGISTS, P.C. 401(K)/PROFIT SHARING PLAN

Name: ALLIED HOSPITAL PATHOLOGISTS, P.C. - ALLIED HOSPITAL PATHOLOGISTS, P.C. 401(K)/PROFIT SHARING PLAN (2020) Form 5500
Creator: ALLIED HOSPITAL PATHOLOGISTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIED HOSPITAL PATHOLOGISTS, P.C. 401(K)/PROFIT SHARING PLAN, ALLIED HOSPITAL PATHOLOGISTS, P.C.

ALLIED HOSPITAL PATHOLOGISTS, P.C.EIN 35-1584839Plan #002PY 2020

2458 LAKE AVENUE - FORT WAYNE, IN 46805260-424-2195LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.5M

+31.1% from 2019

Total participants

+10.0% from 2019

Average account balance

$259,894

+24.9% from 2019

Annual return

20.80%

-2.65 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.43M

Not enough data

1 years with asset history on file

Average account balance

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

$413K

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

$332K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+14.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9821

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 codes2E2G2J2R2T3D3H

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.
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.
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

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

$22K

$1391 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.408%

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

$259,894

$209,422+24.1%

$178,503+45.6%

$158,982+63.5%

Participation rate

93.8%

86.4%+7.4pp

81.9%+11.8pp

82.0%+11.8pp

Annual return

20.80%

188.81%-168.0pp

151.12%-130.3pp

302.99%-282.2pp

Employer contribution / active EE

$19,279

$5,707+237.8%

$5,011+284.7%

$4,763+304.8%

Participant deferral / active EE

$8,469

$5,955+42.2%

$5,202+62.8%

$5,983+41.5%

Admin fee / account holder

$1,060

$17,079-93.8%

$13,987-92.4%

$11,252-90.6%

ALLIED HOSPITAL PATHOLOGISTS, P.C. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIED HOSPITAL PATHOLOGISTS, P.C. 401(K)/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