Retirement plan

BREVARD PHYSICIAN ASSOCIATES, 401(K) PROFIT SHARING PLAN

Name: BREVARD PHYSICIAN ASSOCIATES, PLLC - BREVARD PHYSICIAN ASSOCIATES, 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BREVARD PHYSICIAN ASSOCIATES, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BREVARD PHYSICIAN ASSOCIATES, 401(K) PROFIT SHARING PLAN, BREVARD PHYSICIAN ASSOCIATES, PLLC

BREVARD PHYSICIAN ASSOCIATES, PLLCEIN 46-2439952Plan #002PY 2017

1775 W HIBISCUS BLVD, SUITE, 215 - MELBORNE, FL 32901321-837-3820bpadocs.comLinkedIn201-500 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$3.0M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$59.7M

+34.0% from 2016

Total participants

266

+22.0% from 2016

Average account balance

$246,548

+18.5% from 2016

Annual return

22.23%

+15.82 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$120.79M

Not enough data

1 years with asset history on file

Average account balance

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

$338K

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.

357

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.

87.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.98M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+21.82%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 10 by compensation

Provider	Service type	Compensation
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786	Loan Processing	$3,152
BARON1 year Filed as: BARON ASSET FUNDS Service code 60	Sub-TA Fees	$0
EATON VANCE1 year Filed as: EATON VANCE GROUP Service code 60	Sub-TA Fees	$0
FFID INV INST OPS CO1 year Service code 60	Sub-TA Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN GROUP OF FUNDS Service code 60	Sub-TA Fees	$0
GAMCO ASSET MANAGEMENT1 year Filed as: GABELLI / WESTWOOD FUND Service code 60	Sub-TA Fees	$0
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 60	Sub-TA Fees	$0
MATTHEWS, GOLD, KENNEDY & SNOW, INC1 year Filed as: MATTHEWS ASISAN FUNDS Service code 60	Sub-TA Fees	$0
PIMCO FUNDS1 year Service code 60	Sub-TA Fees	$0
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE FINANCIAL INST SERVICE Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D3H

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.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$2K

$7 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CARR, RIGGS & INGRAM
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$246,548

$55,453+344.6%

$170,435+44.7%

$62,293+295.8%

Participation rate

88.9%

66.4%+22.5pp

83.6%+5.3pp

69.5%+19.4pp

Annual return

22.23%

21.38%+0.9pp

205.94%-183.7pp

28.90%-6.7pp

Employer contribution / active EE

$15,203

$2,164+602.6%

$5,432+179.9%

$2,042+644.4%

Participant deferral / active EE

$11,356

$2,303+393.1%

$4,939+129.9%

$3,169+258.3%

Admin fee / account holder

$455-98.6%

$13,881-100.0%

$479-98.7%

Provider

Service type

Compensation

FID INV INST OPS CO1 year

Service code 37 · EIN 04-2647786

Loan Processing

$3,152

BARON1 year

Filed as: BARON ASSET FUNDS

Service code 60

Sub-TA Fees

EATON VANCE1 year

Filed as: EATON VANCE GROUP

Service code 60

Sub-TA Fees

FFID INV INST OPS CO1 year

Service code 60

Sub-TA Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLIN GROUP OF FUNDS

Service code 60

Sub-TA Fees

GAMCO ASSET MANAGEMENT1 year

Filed as: GABELLI / WESTWOOD FUND

Service code 60

Sub-TA Fees

JANUS HENDERSON1 year

Filed as: JANUS FUNDS

Service code 60

Sub-TA Fees

MATTHEWS, GOLD, KENNEDY & SNOW, INC1 year

Filed as: MATTHEWS ASISAN FUNDS

Service code 60

Sub-TA Fees

PIMCO FUNDS1 year

Service code 60

Sub-TA Fees

T ROWE PRICE RPS INC1 year

Filed as: T ROWE PRICE FINANCIAL INST SERVICE

Service code 60

Sub-TA Fees

BREVARD PHYSICIAN ASSOCIATES, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BREVARD PHYSICIAN ASSOCIATES, 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