Retirement plan

CAPE GIRARDEAU SURGICAL CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Name: CAPE GIRARDEAU SURGICAL CLINIC, INC. - CAPE GIRARDEAU SURGICAL CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: CAPE GIRARDEAU SURGICAL CLINIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPE GIRARDEAU SURGICAL CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST, CAPE GIRARDEAU SURGICAL CLINIC, INC.

CAPE GIRARDEAU SURGICAL CLINIC, INC.EIN 43-0913006Plan #001PY 2019

60 DOCTORS PARK - CAPE GIRARDEAU, MO 63703573-334-3074capesurgicalclinic.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.3M

+30.8% from 2018

Total participants

+8.8% from 2018

Average account balance

$322,483

+19.6% from 2018

Annual return

24.06%

+30.90 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

$590K

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

+11.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D3H

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.
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

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

$85K

$2584 / participant

Other / not subdivided$85K100.0%

% of EOY assets

0.756%

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

$322,483

$85,171+278.6%

$172,752+86.7%

$72,975+341.9%

Participation rate

93.9%

70.1%+23.9pp

82.6%+11.3pp

69.5%+24.5pp

Annual return

24.06%

27.32%-3.3pp

802.97%-778.9pp

81.01%-56.9pp

Employer contribution / active EE

$11,571

$3,324+248.1%

$5,144+124.9%

$2,440+374.2%

Participant deferral / active EE

$6,868

$3,260+110.7%

$5,198+32.1%

$3,608+90.4%

Admin fee / account holder

$2,437

$5,880-58.6%

$13,955-82.5%

$5,124-52.4%

CAPE GIRARDEAU SURGICAL CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPE GIRARDEAU SURGICAL CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

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