Retirement plan

SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN

Name: SURVIVAL FLIGHT AIR AMBULANCE, LLC - SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: SURVIVAL FLIGHT AIR AMBULANCE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN, SURVIVAL FLIGHT AIR AMBULANCE, LLC

SURVIVAL FLIGHT AIR AMBULANCE, LLCEIN 46-3108455Plan #001PY 2020

50 N MCCLINTOCK DR STE 1 - CHANDLER, AZ 85226480-621-5795

Prospect flagsHigh feesLow participationLow fidelity bondCorrective distributions

How to read this page

Total assets (EOY)

$4.4M

+41.7% from 2019

Total participants

372

+24.4% from 2019

Average account balance

$132,356

+981.8% from 2019

Annual return

23.75%

-2.50 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.51M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

805

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.

94.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+23.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$72

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 of 12 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$22,458
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150	Investment Management	$0
EAGLEASSET2 years Service code 28 · EIN 59-3171014	Investment Management	$0
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636	Investment Management	$0
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048	Investment Management	$0
LORD ABBETT2 years Service code 28 · EIN 13-3731507	Investment Management	$0
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644	Investment Management	$0
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048	Investment Management	$0
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799	Investment Management	$0
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$22K

$70 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.514%

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: PRICE, KONG & CO., C.P.A.'S, P.A.
Auditor EIN: 362861317
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$132,356

$52,293+153.1%

$178,499-25.9%

$73,412+80.3%

Participation rate

0.0%

65.3%-65.3pp

81.9%-81.9pp

72.2%-72.2pp

Annual return

23.75%

34.75%-11.0pp

151.10%-127.4pp

59.30%-35.5pp

Employer contribution / active EE

$1,735-100.0%

$5,011-100.0%

$2,234-100.0%

Participant deferral / active EE

$3,476

$2,332+49.0%

$5,202-33.2%

$3,806-8.7%

Admin fee / account holder

$681

$127+434.4%

$13,986-95.1%

$158+331.0%

Provider

Service type

Compensation

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$22,458

AMERICAN REALTY ADVISORS2 years

Filed as: AMERICAN BEACON FUNDS

Service code 28 · EIN 75-2401150

Investment Management

EAGLEASSET2 years

Service code 28 · EIN 59-3171014

Investment Management

GOLDMAN SACHS1 year

Filed as: GOLDMAN SACHS FUNDS

Service code 28 · EIN 13-3575636

Investment Management

JANUS HENDERSON1 year

Filed as: JANUS FUNDS

Service code 28 · EIN 43-1804048

Investment Management

LORD ABBETT2 years

Service code 28 · EIN 13-3731507

Investment Management

MFS INVESTMENT MANAGEMENT2 years

Filed as: MFS FUNDS

Service code 28 · EIN 04-2747644

Investment Management

PIMCO FUNDS1 year

Service code 28 · EIN 33-0629048

Investment Management

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: PRUDENTIAL JENNISON

Service code 28 · EIN 22-3703799

Investment Management

T ROWE PRICE RPS INC1 year

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SURVIVAL FLIGHT AIR AMBULANCE, LLC 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