Retirement plan

UNIVERSITY PATHOLOGISTS, P.C. PROFIT SHARING PLAN

Name: UNIVERSITY PATHOLOGISTS, P.C. - UNIVERSITY PATHOLOGISTS, P.C. PROFIT SHARING PLAN (2016) Form 5500
Creator: UNIVERSITY PATHOLOGISTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY PATHOLOGISTS, P.C. PROFIT SHARING PLAN, UNIVERSITY PATHOLOGISTS, P.C.

UNIVERSITY PATHOLOGISTS, P.C.EIN 36-3873990Plan #002PY 2016

1653 W CONGRESS PKWY - CHICAGO, IL 606123833312-942-8849LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$15.2M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.1M

+1.8% from 2015

Total participants

-5.3% from 2015

Average account balance

$671,307

+7.5% from 2015

Annual return

6.52%

+8.61 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.24M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

220.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$349K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$70K

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

+11.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.

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

$1.1M

$80297 / participant

Other / not subdivided$1M100.0%

% of EOY assets

9.303%

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

$671,307

$181,896+269.1%

$156,551+328.8%

$273,972+145.0%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

6.52%

30.74%-24.2pp

32.23%-25.7pp

41.46%-34.9pp

Employer contribution / active EE

$16,963

$6,248+171.5%

$5,501+208.3%

$4,869+248.4%

Participant deferral / active EE

$21,571

$5,550+288.7%

$4,871+342.8%

$5,287+308.0%

Admin fee / account holder

$62,453

$15,560+301.4%

$13,028+379.4%

$10,133+516.4%

UNIVERSITY PATHOLOGISTS, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY PATHOLOGISTS, P.C. 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