Retirement plan

PEDIATRIC ASSOCIATES, LLC, 401(K) PLAN

Name: PEDIATRIC ASSOCIATES, LLC - PEDIATRIC ASSOCIATES, LLC, 401(K) PLAN (2022) Form 5500
Creator: PEDIATRIC ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRIC ASSOCIATES, LLC, 401(K) PLAN, PEDIATRIC ASSOCIATES, LLC

PEDIATRIC ASSOCIATES, LLCEIN 46-0464298Plan #001PY 2022

43 ENTERPRISE DRIVE - BRISTOL, CT 06010860-589-5238pediatricassociatesbristol.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

-18.3% from 2021

Total participants

-37.5% from 2021

Average account balance

$236,834

-0.1% from 2021

Annual return

-15.74%

-25.79 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$315K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166675

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 codes2J2G

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$160K

$17818 / participant

Other / not subdivided$160K100.0%

% of EOY assets

7.523%

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

$236,834

$167,362+41.5%

$143,799+64.7%

$134,532+76.0%

Participation rate

88.9%

84.8%+4.1pp

80.3%+8.6pp

81.2%+7.7pp

Annual return

-15.74%

0.47%-16.2pp

-0.04%-15.7pp

418.27%-434.0pp

Employer contribution / active EE

$2,721

$5,620-51.6%

$4,952-45.1%

$4,741-42.6%

Participant deferral / active EE

$7,699

$6,447+19.4%

$5,638+36.6%

$6,401+20.3%

Admin fee / account holder

$17,818

$18,094-1.5%

$14,677+21.4%

$11,429+55.9%

PEDIATRIC ASSOCIATES, LLC, 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRIC ASSOCIATES, LLC, 401(K) 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