Retirement plan

WOODMONT PSYCHIATRIC GROUP, LLC PROFIT SHARING PLAN

Name: WOODMONT PSYCHIATRIC GROUP, LLC - WOODMONT PSYCHIATRIC GROUP, LLC PROFIT SHARING PLAN (2018) Form 5500
Creator: WOODMONT PSYCHIATRIC GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOODMONT PSYCHIATRIC GROUP, LLC PROFIT SHARING PLAN, WOODMONT PSYCHIATRIC GROUP, LLC

WOODMONT PSYCHIATRIC GROUP, LLCEIN 52-0897782Plan #001PY 2018

7910 WOODMONT AVENUE, SUITE 1300 - BETHESDA, MD 20814301-654-2255

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

-45.8% from 2017

Total participants

-40.0% from 2017

Average account balance

$468,961

-9.7% from 2017

Annual return

0.33%

-7.64 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.36M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$77K

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

+9.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$43500

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 codes2E2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$631617 / participant

Other / not subdivided$1M100.0%

% of EOY assets

89.789%

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

$468,961

$180,462+159.9%

$154,111+204.3%

$135,379+246.4%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

0.33%

888.17%-887.8pp

735.18%-734.8pp

519.79%-519.5pp

Employer contribution / active EE

$18,978

$6,036+214.4%

$5,298+258.2%

$4,779+297.1%

Participant deferral / active EE

$12,250

$5,806+111.0%

$5,081+141.1%

$5,609+118.4%

Admin fee / account holder

$421,078

$16,145+2508.2%

$13,411+3039.7%

$10,828+3788.8%

WOODMONT PSYCHIATRIC GROUP, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOODMONT PSYCHIATRIC GROUP, LLC 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