Retirement plan

BROWNS MEDICAL IMAGING L.L.C. RETIREMENT SAVINGS PLAN

Name: BROWNS MEDICAL IMAGING, L.L.C - BROWNS MEDICAL IMAGING L.L.C. RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: BROWNS MEDICAL IMAGING, L.L.C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWNS MEDICAL IMAGING L.L.C. RETIREMENT SAVINGS PLAN, BROWNS MEDICAL IMAGING, L.L.C

BROWNS MEDICAL IMAGING, L.L.CEIN 47-0792338Plan #001PY 2018

14315 C CIRCLE - OMAHA, NE 68144402-330-2168

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$11M

-1.2% from 2017

Total participants

126

+13.5% from 2017

Average account balance

$111,264

-13.1% from 2017

Annual return

-6.16%

-23.72 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.94M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

169

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$281

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 3 by compensation

Provider	Service type	Compensation
BENEFIT PLANS ADMIN SERVICES, INC.1 year Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130	Contract Administrator	$0
DA DAVIDSON & CO1 year Filed as: D A DAVIDSON AND CO Service code 26 8 THIRD ST N · GREAT FALLS, MT 59401	Advisory (Participants)	$0
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2G2J2K3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

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: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$111,264

$47,977+131.9%

$154,111-27.8%

$56,287+97.7%

Participation rate

77.5%

66.2%+11.3pp

83.0%-5.5pp

69.9%+7.6pp

Annual return

-6.16%

3.54%-9.7pp

735.18%-741.3pp

-9.96%+3.8pp

Employer contribution / active EE

$1,370

$2,169-36.8%

$5,298-74.1%

$2,111-35.1%

Participant deferral / active EE

$6,179

$2,392+158.3%

$5,081+21.6%

$3,350+84.5%

Admin fee / account holder

$438-100.0%

$13,411-100.0%

$521-100.0%

Provider

Service type

Compensation

BENEFIT PLANS ADMIN SERVICES, INC.1 year

Filed as: BENEFIT PLANS, INC.

Service code 13

16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130

Contract Administrator

DA DAVIDSON & CO1 year

Filed as: D A DAVIDSON AND CO

Service code 26

8 THIRD ST N · GREAT FALLS, MT 59401

Advisory (Participants)

NATIONWIDE1 year

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

BROWNS MEDICAL IMAGING L.L.C. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BROWNS MEDICAL IMAGING L.L.C. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion