Retirement plan

UNIV. OF MD FACULTY PHYSICIANS MPPP

Name: UNIVERSITY OF MARYLAND PEDIATRIC ASSOCIATES, P.A. - UNIV. OF MD FACULTY PHYSICIANS MPPP (2018) Form 5500
Creator: UNIVERSITY OF MARYLAND PEDIATRIC ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIV. OF MD FACULTY PHYSICIANS MPPP, UNIVERSITY OF MARYLAND PEDIATRIC ASSOCIATES, P.A.

UNIVERSITY OF MARYLAND PEDIATRIC ASSOCIATES, P.A.EIN 52-1182593Plan #002PY 2018

737 WEST LOMBARD STREET, SUITE 333 - BALTIMORE, MD 21201667-214-1112LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1.7M

+5.0% from 2017

Total participants

-8.9% from 2017

Average account balance

$22,246

+13.1% from 2017

Annual return

7.08%

-1.56 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.13M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

307.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

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

+9.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4541

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 codes2C2F2G2T

Plan features

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

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$70K

$1165 / participant

Other / not subdivided$70K100.0%

% of EOY assets

4.029%

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

$22,246

$75,962-70.7%

$154,108-85.6%

$64,173-65.3%

Participation rate

93.3%

70.4%+22.9pp

83.0%+10.3pp

69.6%+23.8pp

Annual return

7.08%

30.32%-23.2pp

735.21%-728.1pp

7.63%-0.6pp

Employer contribution / active EE

$591

$3,350-82.3%

$5,298-88.8%

$2,381-75.2%

Participant deferral / active EE

$3,175-100.0%

$5,081-100.0%

$3,470-100.0%

Admin fee / account holder

$896

$5,589-84.0%

$13,411-93.3%

$4,887-81.7%

UNIV. OF MD FACULTY PHYSICIANS MPPP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIV. OF MD FACULTY PHYSICIANS MPPP

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