Retirement plan

DIAGNOSTIC IMAGING ASSOCIATES, LTD. EMPLOYEES' PROFIT SHARING PLAN

Name: DIAGNOSTIC IMAGING ASSOCIATES, LTD. - DIAGNOSTIC IMAGING ASSOCIATES, LTD. EMPLOYEES' PROFIT SHARING PLAN (2018) Form 5500
Creator: DIAGNOSTIC IMAGING ASSOCIATES, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIAGNOSTIC IMAGING ASSOCIATES, LTD. EMPLOYEES' PROFIT SHARING PLAN, DIAGNOSTIC IMAGING ASSOCIATES, LTD.

DIAGNOSTIC IMAGING ASSOCIATES, LTD.EIN 43-1109990Plan #001PY 2018

232 S. WOODS MILL ROAD, DEPT. OF RADIOLOGY, ST. LUKE'S HOSP - CHESTERFIELD, MO 63017314-205-6314

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$16.4M

+9.4% from 2017

Total participants

+12.5% from 2017

Average account balance

$913,813

-2.7% from 2017

Annual return

6.85%

-3.28 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.06M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$668K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

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

+7.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$214711

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 codes2E2F2G2J2R3D

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

$389K

$21592 / participant

Other / not subdivided$389K100.0%

% of EOY assets

2.363%

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

$913,813

$180,462+406.4%

$154,111+493.0%

$135,379+575.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

6.85%

888.17%-881.3pp

735.18%-728.3pp

519.79%-512.9pp

Employer contribution / active EE

$27,786

$6,036+360.4%

$5,298+424.5%

$4,779+481.4%

Participant deferral / active EE

$15,333

$5,806+164.1%

$5,081+201.8%

$5,609+173.4%

Admin fee / account holder

$21,592

$16,145+33.7%

$13,411+61.0%

$10,828+99.4%

DIAGNOSTIC IMAGING ASSOCIATES, LTD. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIAGNOSTIC IMAGING ASSOCIATES, LTD. EMPLOYEES' 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