Retirement plan

WI PSYCHIATRIC SERVICES LTD MONEY PURCHASE PENSION PLAN

Name: WISCONSIN PSYCHIATRIC SERVICES LTD - WI PSYCHIATRIC SERVICES LTD MONEY PURCHASE PENSION PLAN (2017) Form 5500
Creator: WISCONSIN PSYCHIATRIC SERVICES LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WI PSYCHIATRIC SERVICES LTD MONEY PURCHASE PENSION PLAN, WISCONSIN PSYCHIATRIC SERVICES LTD

WISCONSIN PSYCHIATRIC SERVICES LTDEIN 39-1136763Plan #001PY 2017

P.O. BOX 639 - CEDARBURG, WI 530120639262-512-9400LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$4.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

+5.0% from 2016

Total participants

0.0% from 2016

Average account balance

$580,616

+5.0% from 2016

Annual return

11.33%

+11.29 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$796K

Not enough data

1 years with asset history on file

Average account balance

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

$398K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1131022

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 codes2C2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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

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

$198K

$39541 / participant

Other / not subdivided$198K100.0%

% of EOY assets

6.810%

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

$580,616

$198,457+192.6%

$170,435+240.7%

$147,586+293.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

11.33%

257.30%-246.0pp

205.94%-194.6pp

578.59%-567.3pp

Employer contribution / active EE

$4,384

$6,183-29.1%

$5,432-19.3%

$4,876-10.1%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$39,541

$16,852+134.6%

$13,881+184.9%

$10,886+263.2%

WI PSYCHIATRIC SERVICES LTD MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WI PSYCHIATRIC SERVICES LTD MONEY PURCHASE PENSION 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