Retirement plan

VISTAR EYE CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: VISTAR EYE CENTER, INC. - VISTAR EYE CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: VISTAR EYE CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISTAR EYE CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST, VISTAR EYE CENTER, INC.

VISTAR EYE CENTER, INC.EIN 54-0853078Plan #003PY 2017

P.O. BOX 1789 - ROANOKE, VA 24008540-344-4000LinkedIn11-50 employeesmedical practice

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$39.7M

+15.6% from 2016

Total participants

247

+5.6% from 2016

Average account balance

$160,541

+9.5% from 2016

Annual return

15.62%

+8.49 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$46.70M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

330

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.63M

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

+17.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$152

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
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755	Recordkeeping	$3,603
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408	Securities Custodian	$392

Plan features & details

Pension benefit codes2A2E2F2J2K2R3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$6K

$27 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BROWN, EDWARDS & COMPANY, L.L.P.
Auditor EIN: 540504608
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$160,541

$55,453+189.5%

$170,442-5.8%

$62,292+157.7%

Participation rate

100.0%

66.4%+33.6pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

15.62%

21.38%-5.8pp

205.93%-190.3pp

28.90%-13.3pp

Employer contribution / active EE

$5,149

$2,164+138.0%

$5,433-5.2%

$2,042+152.1%

Participant deferral / active EE

$3,254

$2,303+41.3%

$4,939-34.1%

$3,169+2.7%

Admin fee / account holder

$23

$455-95.0%

$13,880-99.8%

$479-95.3%

Provider

Service type

Compensation

ASPIRE FINANCIAL SERVICES2 years

Filed as: ASPIRE FINANCIAL SERVICES, LLC

Service code 15 · EIN 27-1033755

Recordkeeping

$3,603

TD AMERITRADE, INC.3+ years

Filed as: TD AMERITRADE TRUST COMPANY

Service code 19 · EIN 20-0937408

Securities Custodian

$392

VISTAR EYE CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VISTAR EYE CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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