Retirement plan

MIDWEST ANESTHESIA PARTNERS LLC 401(K) P/S

Name: MIDWEST ANESTHESIA PARTNERS LLC - MIDWEST ANESTHESIA PARTNERS LLC 401(K) P/S (2015) Form 5500
Creator: MIDWEST ANESTHESIA PARTNERS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDWEST ANESTHESIA PARTNERS LLC 401(K) P/S, MIDWEST ANESTHESIA PARTNERS LLC

MIDWEST ANESTHESIA PARTNERS LLCEIN 36-4093188Plan #001PY 2015

40 SHUMAN BLVD., SUITE 275 - NAPERVILLE, IL 60563630-868-2200midwestap.comLinkedIn51-200 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$190K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$55.7M

No prior year

Total participants

181

No prior year

Average account balance

$329,361

No prior year

Annual return

3.24%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$86.75M

Not enough data

1 years with asset history on file

Average account balance

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

$382K

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.

227

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.

84.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+18.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1153

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
HUBER CAPITAL MANAGEMENT1+ years Filed as: HUBER FINANCIAL Service code 27 475 HALF DAY · LINCOLNSHIRE, IL 60089	Advisory (Plan)	$26,978
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$780

Plan features & details

Pension benefit codes2E2F2G2T2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$28K

$174 / participant

Contract admin$28K100.0%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MAYER HOFFMAN MCCANN P.C
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$329,361

$46,360+610.4%

$147,618+123.1%

$52,331+529.4%

Participation rate

92.7%

64.9%+27.7pp

84.6%+8.1pp

68.1%+24.6pp

Annual return

3.24%

1.62%+1.6pp

61.98%-58.7pp

4.54%-1.3pp

Employer contribution / active EE

$20,875

$2,126+881.8%

$5,565+275.1%

$1,882+1009.4%

Participant deferral / active EE

$14,131

$2,258+526.0%

$4,895+188.7%

$3,022+367.6%

Admin fee / account holder

$168

$766-78.0%

$11,612-98.5%

$592-71.5%

Provider

Service type

Compensation

HUBER CAPITAL MANAGEMENT1+ years

Filed as: HUBER FINANCIAL

Service code 27

475 HALF DAY · LINCOLNSHIRE, IL 60089

Advisory (Plan)

$26,978

ASCENSUS LLC1+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$780

MIDWEST ANESTHESIA PARTNERS LLC 401(K) P/S

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDWEST ANESTHESIA PARTNERS LLC 401(K) P/S

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