Retirement plan

ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN

Name: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC - ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN (2021) Form 5500
Creator: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN, ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC

ANESTHESIA ASSOCIATES OF ANN ARBOR PLLCEIN 38-1879370Plan #005PY 2021

2006 HOGBACK ROAD, SUITE 5A - ANN ARBOR, MI 481059750734-263-2383a4anesthesia.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$133.4M

+12.3% from 2020

Total participants

257

-7.2% from 2020

Average account balance

$542,432

+21.9% from 2020

Annual return

13.98%

+0.15 pp from 2020

Benchmarks

See 5,353 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,353 peers

Snapshot2021

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$154.42M

Not enough data

1 years with asset history on file

Average account balance

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

$572K

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.

270

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$245

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

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.

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$19,457
CAPFINANCIAL PARTNERS LLC1 year Service code 27 PO BOX 60071 · RALEIGH, NC 27675	Advisory (Plan)	$18,685
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693	Advisory (Plan)	$5,403
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782	Securities brokerage; Float revenue; ...	$63

Plan features & details

Pension benefit codes2A2E2F2G2J2R2S2T3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$44K

$297 / participant

Investment mgmt$24K55.2%
Other / not subdivided$20K44.8%

% of EOY assets

0.033%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PLANTE AND MORAN, PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$542,432

$61,156+787.0%

$185,823+191.9%

$79,386+583.3%

Participation rate

92.5%

66.6%+25.9pp

81.7%+10.8pp

70.7%+21.8pp

Annual return

13.98%

19.45%-5.5pp

122.05%-108.1pp

116.85%-102.9pp

Employer contribution / active EE

$18,829

$2,321+711.4%

$5,167+264.4%

$2,427+675.7%

Participant deferral / active EE

$13,640

$2,789+389.1%

$5,568+145.0%

$4,046+237.2%

Admin fee / account holder

$177

$710-75.0%

$16,237-98.9%

$626-71.7%

Provider

Service type

Compensation

T ROWE PRICE RPS INC7+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$19,457

CAPFINANCIAL PARTNERS LLC1 year

Service code 27

PO BOX 60071 · RALEIGH, NC 27675

Advisory (Plan)

$18,685

PLANTE & MORAN, PLLC2 years

Filed as: PLANTE MORAN FINANCIAL ADVISORS

Service code 27

16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693

Advisory (Plan)

$5,403

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB & CO. INC.

Service code 33 · EIN 94-1737782

Securities brokerage; Float revenue; ...

$63

ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC 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