Retirement plan

ASSOCIATED PLASTIC SURGEONS, SC PROFIT SHARING AND

Name: ASSOCIATED PLASTIC SURGEONS, S.C. - ASSOCIATED PLASTIC SURGEONS, SC PROFIT SHARING AND (2019) Form 5500
Creator: ASSOCIATED PLASTIC SURGEONS, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED PLASTIC SURGEONS, SC PROFIT SHARING AND, ASSOCIATED PLASTIC SURGEONS, S.C.

ASSOCIATED PLASTIC SURGEONS, S.C.EIN 36-2821079Plan #002PY 2019

880 W. CENTRAL ROAD, SUITE 3100 - ARLINGTON HEIGHTS, IL 60005847-398-1660bodysculptor.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+23.9% from 2018

Total participants

-11.1% from 2018

Average account balance

$344,340

+39.4% from 2018

Annual return

19.72%

+24.95 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.08M

Not enough data

1 years with asset history on file

Average account balance

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

$371K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36689

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 codes2E2G2J3D

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.
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

4 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$13K

$3343 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.485%

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

$344,340

$202,342+70.2%

$172,753+99.3%

$152,909+125.2%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

19.72%

1029.88%-1010.2pp

803.00%-783.3pp

345.46%-325.7pp

Employer contribution / active EE

$24,664

$5,857+321.1%

$5,144+379.5%

$4,764+417.7%

Participant deferral / active EE

$1,850

$5,948-68.9%

$5,198-64.4%

$5,851-68.4%

Admin fee / account holder

$1,671

$17,112-90.2%

$13,956-88.0%

$11,601-85.6%

ASSOCIATED PLASTIC SURGEONS, SC PROFIT SHARING AND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATED PLASTIC SURGEONS, SC PROFIT SHARING AND

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