Retirement plan

BAYLOR MIRACA GENETICS LABORATORIES, LLC D/B/A BAYLOR G

Name: BAYLOR MIRACA GENETICS LABORATOR - BAYLOR MIRACA GENETICS LABORATORIES, LLC D/B/A BAYLOR G (2019) Form 5500
Creator: BAYLOR MIRACA GENETICS LABORATOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAYLOR MIRACA GENETICS LABORATORIES, LLC D/B/A BAYLOR G, BAYLOR MIRACA GENETICS LABORATOR

BAYLOR MIRACA GENETICS LABORATOREIN 47-2290309Plan #001PY 2019

2450 HOLCOMBE BLVD. - HOUSTON, TX 77021713-798-2831LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed July 20, 2017

Plan administrator

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2450 Holcombe Blvd

Houston State: TX Zip Code: 77021

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Plans declared (1)

Executive Long-Term Incentive Plan4 emp

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Total assets (EOY)

$11.6M

+39.7% from 2018

Total participants

357

+2.9% from 2018

Average account balance

$32,580

+35.4% from 2018

Annual return

26.22%

+33.72 pp from 2018

Benchmarks

See 5,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,342 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.04M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

704

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+22.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$4,648
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$20 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.040%

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: BAKER TILLY US, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,580

$52,961-38.5%

$172,752-81.1%

$65,185-50.0%

Participation rate

100.0%

66.2%+33.8pp

82.6%+17.4pp

70.2%+29.8pp

Annual return

26.22%

30.12%-3.9pp

802.97%-776.8pp

29.38%-3.2pp

Employer contribution / active EE

$5,401

$2,190+146.6%

$5,144+5.0%

$2,177+148.1%

Participant deferral / active EE

$4,990

$2,471+101.9%

$5,198-4.0%

$3,514+42.0%

Admin fee / account holder

$13

$472-97.2%

$13,955-99.9%

$847-98.5%

Provider

Service type

Compensation

ADP BROKER-DEALER2 years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$4,648

ADP BROKER-DEALER2 years

Service code 59 · EIN 22-3319984

Shareholder Servicing

BAYLOR MIRACA GENETICS LABORATORIES, LLC D/B/A BAYLOR G

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAYLOR MIRACA GENETICS LABORATORIES, LLC D/B/A BAYLOR G

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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