Retirement plan

MIDWEST PHYSICIANS ANESTHESIA SERVICES, SC 401(K) PROFIT SHARING PLAN

Name: MIDWEST PHYSICIANS ANESTHESIA SERV - MIDWEST PHYSICIANS ANESTHESIA SERVICES, SC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: MIDWEST PHYSICIANS ANESTHESIA SERV
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDWEST PHYSICIANS ANESTHESIA SERVICES, SC 401(K) PROFIT SHARING PLAN, MIDWEST PHYSICIANS ANESTHESIA SERV

MIDWEST PHYSICIANS ANESTHESIA SERVEIN 39-1823261Plan #001PY 2020

225 S. EXECUTIVE DRIVE - BROOKFIELD, WI 53005262-787-4050LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.3M

+72.1% from 2019

Total participants

+8.3% from 2019

Average account balance

$867,313

+58.9% from 2019

Annual return

61.83%

+61.83 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.16M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$411K

Not enough data

1 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

+24.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26210

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 codes2E2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$21K

$1644 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.190%

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

$867,313

$209,422+314.1%

$178,503+385.9%

$158,982+445.5%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

61.83%

188.81%-127.0pp

151.12%-89.3pp

302.99%-241.2pp

Employer contribution / active EE

$38,380

$5,707+572.5%

$5,011+665.9%

$4,763+705.8%

Participant deferral / active EE

$13,462

$5,955+126.1%

$5,202+158.8%

$5,983+125.0%

Admin fee / account holder

$1,644

$17,079-90.4%

$13,987-88.2%

$11,252-85.4%

MIDWEST PHYSICIANS ANESTHESIA SERVICES, SC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDWEST PHYSICIANS ANESTHESIA SERVICES, SC 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