Retirement plan

CENTRAL GEORGIA GASTROENTEROLOGY, LLC 401(K) PROFIT SHARING PLAN

Name: CENTRAL GEORGIA GASTROENTEROLOGY, LLC - CENTRAL GEORGIA GASTROENTEROLOGY, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CENTRAL GEORGIA GASTROENTEROLOGY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL GEORGIA GASTROENTEROLOGY, LLC 401(K) PROFIT SHARING PLAN, CENTRAL GEORGIA GASTROENTEROLOGY, LLC

CENTRAL GEORGIA GASTROENTEROLOGY, LLCEIN 37-1635171Plan #001PY 2017

791 POPLAR STREET - MACON, GA 31201478-755-8838yellowpages.com/macon-ga/mip/central-georgia-gastroenterology-11434129#LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$690K

+27.0% from 2016

Total participants

+42.9% from 2016

Average account balance

$76,701

-1.3% from 2016

Annual return

11.35%

+8.47 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1231

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$36K

$6028 / participant

Other / not subdivided$36K100.0%

% of EOY assets

5.239%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,701

$198,466-61.4%

$170,442-55.0%

$147,584-48.0%

Participation rate

83.3%

88.0%-4.6pp

83.6%-0.3pp

82.8%+0.5pp

Annual return

11.35%

257.29%-245.9pp

205.93%-194.6pp

578.55%-567.2pp

Employer contribution / active EE

$6,481

$6,184+4.8%

$5,433+19.3%

$4,876+32.9%

Participant deferral / active EE

$8,325

$5,629+47.9%

$4,939+68.5%

$5,439+53.1%

Admin fee / account holder

$4,019

$16,852-76.2%

$13,880-71.0%

$10,885-63.1%

CENTRAL GEORGIA GASTROENTEROLOGY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL GEORGIA GASTROENTEROLOGY, LLC 401(K) 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