Retirement plan

ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN

Name: ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C. - ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN (2019) Form 5500
Creator: ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN, ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C.

ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S.C.EIN 39-1101566Plan #001PY 2019

N15 W28300 GOLF ROAD - PEWAUKEE, WI 53072262-303-5055orthowisconsin.comLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$20.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$34.5M

+19.1% from 2018

Total participants

189

+6.2% from 2018

Average account balance

$205,094

+19.8% from 2018

Annual return

19.30%

+25.51 pp from 2018

Benchmarks

See 5,343 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,343 peers

Snapshot2019

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Analytics

Total assets (EOY)

Plan-year ending balance

$53.76M

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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.

300

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$319

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113	Other Services	$24,130
ORGEL WEALTH MANAGEMENT1 year Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-2793932	Advisory (Plan)	$12,029
MINNESOTA LIFE INSURANCE COMPANY1 year Service code 13 · EIN 41-0417830	Contract Administrator	$10,719
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290	Contract Administrator	$3,998
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2S2T3D

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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$15K

$90 / participant

Contract admin$15K100.0%

% of EOY assets

0.043%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$205,094

$52,953+287.3%

$172,739+18.7%

$65,185+214.6%

Participation rate

87.1%

66.2%+20.9pp

82.6%+4.5pp

70.2%+16.9pp

Annual return

19.30%

30.12%-10.8pp

802.84%-783.5pp

29.38%-10.1pp

Employer contribution / active EE

$7,108

$2,190+224.6%

$5,143+38.2%

$2,177+226.5%

Participant deferral / active EE

$6,580

$2,471+166.3%

$5,198+26.6%

$3,514+87.3%

Admin fee / account holder

$88

$472-81.4%

$13,954-99.4%

$847-89.7%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY5+ years

Filed as: MORGAN STANLEY INS SERVICES INC

Service code 49 · EIN 51-0116113

Other Services

$24,130

ORGEL WEALTH MANAGEMENT1 year

Filed as: ORGEL WEALTH MANAGEMENT, LLC

Service code 27 · EIN 46-2793932

Advisory (Plan)

$12,029

MINNESOTA LIFE INSURANCE COMPANY1 year

Service code 13 · EIN 41-0417830

Contract Administrator

$10,719

PRINCIPAL LIFE INSURANCE COMPANY5+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$3,998

WILSHIRE ASSOCIATES INCORPORATED5+ years

Service code 27 · EIN 95-2755361

Advisory (Plan)

ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORTHOPAEDIC ASSOCIATES OF WISCONSIN, 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