Retirement plan

ASSOCIATED PATHOLOGY CONSULTANTS, S.C. PROFIT-SHARING AND SAVINGS PLAN

Name: ASSOCIATED PATHOLOGY CONSULTANTS, S.C. - ASSOCIATED PATHOLOGY CONSULTANTS, S.C. PROFIT-SHARING AND SAVINGS PLAN (2016) Form 5500
Creator: ASSOCIATED PATHOLOGY CONSULTANTS, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED PATHOLOGY CONSULTANTS, S.C. PROFIT-SHARING AND SAVINGS PLAN, ASSOCIATED PATHOLOGY CONSULTANTS, S.C.

ASSOCIATED PATHOLOGY CONSULTANTS, S.C.EIN 36-4115842Plan #002PY 2016

155 E BRUSH HILL ROAD - ELMHURST, IL 60126630-712-2611LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$3.4M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+15.1% from 2015

Total participants

0.0% from 2015

Average account balance

$491,421

+15.1% from 2015

Annual return

7.63%

+10.26 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

$9.85M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$375K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$54K

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

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4260

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$43K

$4761 / participant

Other / not subdivided$43K100.0%

% of EOY assets

0.969%

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

$491,421

$181,896+170.2%

$156,551+213.9%

$273,972+79.4%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

7.63%

30.74%-23.1pp

32.23%-24.6pp

41.46%-33.8pp

Employer contribution / active EE

$18,535

$6,248+196.7%

$5,501+236.9%

$4,869+280.7%

Participant deferral / active EE

$15,778

$5,550+184.3%

$4,871+223.9%

$5,287+198.4%

Admin fee / account holder

$4,761

$15,560-69.4%

$13,028-63.5%

$10,133-53.0%

ASSOCIATED PATHOLOGY CONSULTANTS, S.C. PROFIT-SHARING AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATED PATHOLOGY CONSULTANTS, S.C. PROFIT-SHARING AND SAVINGS 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