Retirement plan

PCRM RETIREMENT SAVINGS PLAN

Name: PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE - PCRM RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PCRM RETIREMENT SAVINGS PLAN, PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE

PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINEEIN 52-1394893Plan #002PY 2017

5100 WISCONSIN AVE NW STE 400 - WASHINGTON, DC 20016202-686-2210pcrm.orgLinkedIn51-200 employeeshealth, wellness and fitness

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.4M

+21.9% from 2016

Total participants

118

+8.3% from 2016

Average account balance

$47,835

+14.1% from 2016

Annual return

15.68%

+9.04 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.68M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

112

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.

103.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$919K

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

+12.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1890

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 codes2F2G2L2R2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$224K

$2604 / participant

Other / not subdivided$224K100.0%

% of EOY assets

5.034%

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

$47,835

$53,128-10.0%

$86,582-44.8%

$70,126-31.8%

Participation rate

70.9%

65.3%+5.6pp

73.5%-2.6pp

69.5%+1.4pp

Annual return

15.68%

27.66%-12.0pp

965.08%-949.4pp

73.15%-57.5pp

Employer contribution / active EE

$1,135

$2,068-45.1%

$2,839-60.0%

$2,343-51.5%

Participant deferral / active EE

$4,124

$2,695+53.0%

$3,609+14.3%

$3,332+23.8%

Admin fee / account holder

$2,408

$3,584-32.8%

$4,904-50.9%

$4,645-48.2%

PCRM RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PCRM RETIREMENT SAVINGS 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