Retirement plan

UNIVERSITY ANESTHESIOLOGISTS, S.C. PROFIT-SHARING & SAVINGS PLAN & TRUST

Name: UNIVERSITY ANESTHESIOLOGISTS, S.C. - UNIVERSITY ANESTHESIOLOGISTS, S.C. PROFIT-SHARING & SAVINGS PLAN & TRUST (2018) Form 5500
Creator: UNIVERSITY ANESTHESIOLOGISTS, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY ANESTHESIOLOGISTS, S.C. PROFIT-SHARING & SAVINGS PLAN & TRUST, UNIVERSITY ANESTHESIOLOGISTS, S.C.

UNIVERSITY ANESTHESIOLOGISTS, S.C.EIN 36-3117700Plan #002PY 2018

1653 W CONGRESS PARKWAY - CHICAGO, IL 60612312-942-3138

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$35.8M

-2.5% from 2017

Total participants

+14.3% from 2017

Average account balance

$640,116

-14.7% from 2017

Annual return

-5.28%

-18.53 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

$54.74M

Not enough data

1 years with asset history on file

Average account balance

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

$782K

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.

137.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$51K

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

+17.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$98977

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 codes2E2G2J

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.

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

$1.4M

$24109 / participant

Other / not subdivided$1M100.0%

% of EOY assets

3.766%

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

$640,116

$75,962+742.7%

$154,111+315.4%

$64,173+897.5%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-5.28%

30.32%-35.6pp

735.18%-740.5pp

7.63%-12.9pp

Employer contribution / active EE

$26,494

$3,350+690.9%

$5,298+400.1%

$2,381+1012.8%

Participant deferral / active EE

$13,782

$3,175+334.1%

$5,081+171.3%

$3,470+297.2%

Admin fee / account holder

$24,109

$5,589+331.4%

$13,411+79.8%

$4,887+393.3%

UNIVERSITY ANESTHESIOLOGISTS, S.C. PROFIT-SHARING & SAVINGS PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY ANESTHESIOLOGISTS, S.C. PROFIT-SHARING & SAVINGS 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