Retirement plan

CLINICAL RADIOLOGISTS, S.C. PROFIT SHARING PLAN

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

CLINICAL RADIOLOGISTS, S.C.EIN 37-0919221Plan #003PY 2016

3800 EAST LAKE CENTRE DRIVE, SUITE 100 - QUINCY, IL 62305217-222-9302crscweb.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$52M

+17.4% from 2015

Total participants

162

+6.6% from 2015

Average account balance

$320,777

+9.5% from 2015

Annual return

8.73%

+7.99 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$62.96M

Not enough data

1 years with asset history on file

Average account balance

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

$547K

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.

115

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$47K

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

+10.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$881

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 3 by compensation

Provider	Service type	Compensation
STIFEL NICOLAUS & CO INC2+ years Service code 99 501 N BROADWAY · ST. LOUIS, MO 63102	Other Fees	$47,412
ECK SCHAFER & PUNKE LLP1 year Filed as: ECK, SCHAFER & PUNKE, LLP Service code 10 · EIN 37-1335003	Accounting	$29,250
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037	Directed Trustee	$400

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$77K

$547 / participant

Contract admin$77K100.0%

% of EOY assets

0.148%

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: ECK, SCHAFER & PUNKE, LLP
Auditor EIN: 371335003
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$320,777

$46,732+586.4%

$156,551+104.9%

$55,167+481.5%

Participation rate

100.0%

65.8%+34.2pp

84.0%+16.0pp

69.0%+31.0pp

Annual return

8.73%

17.72%-9.0pp

32.23%-23.5pp

169.23%-160.5pp

Employer contribution / active EE

$29,818

$2,105+1316.4%

$5,501+442.0%

$1,963+1419.3%

Participant deferral / active EE

$1,705

$2,204-22.7%

$4,871-65.0%

$3,054-44.2%

Admin fee / account holder

$476

$418+13.7%

$13,028-96.3%

$504-5.6%

Provider

Service type

Compensation

STIFEL NICOLAUS & CO INC2+ years

Service code 99

501 N BROADWAY · ST. LOUIS, MO 63102

Other Fees

$47,412

ECK SCHAFER & PUNKE LLP1 year

Filed as: ECK, SCHAFER & PUNKE, LLP

Service code 10 · EIN 37-1335003

Accounting

$29,250

AMERICAN FUNDS2+ years

Filed as: CAPITAL RESEARCH & MANAGEMENT CO.

Service code 25 · EIN 95-1411037

Directed Trustee

$400

CLINICAL RADIOLOGISTS, S.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLINICAL RADIOLOGISTS, S.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