Retirement plan

UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

Name: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. - UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST (2018) Form 5500
Creator: UNIVERSITY OF MARYLAND PHYSICIANS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST, UNIVERSITY OF MARYLAND PHYSICIANS, P.A.

UNIVERSITY OF MARYLAND PHYSICIANS, P.A.EIN 52-1103228Plan #002PY 2018

419 WEST REDWOOD STREET - BALTIMORE, MD 21201667-214-1389LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.2M

+9.4% from 2017

Total participants

423

+7.9% from 2017

Average account balance

$21,788

+1.4% from 2017

Annual return

10.34%

-1.50 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

$17.81M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

476

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.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$763K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.44%

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

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 codes2C2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

Opportunity flags

0 tripped

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

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: ROSEN, SAPPERSTEIN & FRIEDLANDER, L
Auditor EIN: 475153865
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,788

$47,977-54.6%

$154,111-85.9%

$56,287-61.3%

Participation rate

100.0%

66.2%+33.8pp

83.0%+17.0pp

69.9%+30.1pp

Annual return

10.34%

3.54%+6.8pp

735.18%-724.8pp

-9.96%+20.3pp

Employer contribution / active EE

$1,280

$2,169-41.0%

$5,298-75.8%

$2,111-39.4%

Participant deferral / active EE

$2,392-100.0%

$5,081-100.0%

$3,350-100.0%

Admin fee / account holder

$438-100.0%

$13,411-100.0%

$521-100.0%

UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

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