Retirement plan

CENTRAL WISCONSIN ANESTHESIOLOGY, S. C. 401(K) PROFIT SHARING PLAN

Name: CENTRAL WISCONSIN ANESTHESIOLOGY, SC - CENTRAL WISCONSIN ANESTHESIOLOGY, S. C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: CENTRAL WISCONSIN ANESTHESIOLOGY, SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL WISCONSIN ANESTHESIOLOGY, S. C. 401(K) PROFIT SHARING PLAN, CENTRAL WISCONSIN ANESTHESIOLOGY, SC

CENTRAL WISCONSIN ANESTHESIOLOGY, SCEIN 39-1330887Plan #001PY 2019

425 PINE RIDGE BLVD., SUITE 211 - WAUSAU, WI 54401715-845-5505cwanest.comLinkedIn51-200 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$23.7M

+8.0% from 2018

Total participants

+12.0% from 2018

Average account balance

$431,752

-1.8% from 2018

Annual return

17.37%

+21.98 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.97M

Not enough data

1 years with asset history on file

Average account balance

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

$571K

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.

108.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+12.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52862

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 codes2E2F2G2J2T3D

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.

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

$3.9M

$80154 / participant

Other / not subdivided$4M100.0%

% of EOY assets

16.540%

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

$431,752

$85,171+406.9%

$172,752+149.9%

$72,975+491.6%

Participation rate

98.0%

70.1%+27.9pp

82.6%+15.3pp

69.5%+28.5pp

Annual return

17.37%

27.32%-10.0pp

802.97%-785.6pp

81.01%-63.6pp

Employer contribution / active EE

$24,717

$3,324+643.6%

$5,144+380.5%

$2,440+912.9%

Participant deferral / active EE

$12,483

$3,260+282.9%

$5,198+140.2%

$3,608+246.0%

Admin fee / account holder

$71,410

$5,880+1114.4%

$13,955+411.7%

$5,124+1293.6%

CENTRAL WISCONSIN ANESTHESIOLOGY, S. C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL WISCONSIN ANESTHESIOLOGY, S. C. 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