Retirement plan

PEDIATRIC ASSOCIATES OF ALEXANDRIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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

PEDIATRIC ASSOCIATES OF ALEXANDRIA, INC.EIN 54-0893407Plan #001PY 2017

6355 WALKER LANE, SUITE 401 - ALEXANDRIA, VA 22310703-924-2100pedsalex.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$3.8M

+28.5% from 2016

Total participants

+7.4% from 2016

Average account balance

$90,812

+43.8% from 2016

Annual return

16.14%

+10.62 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.59M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

101

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.

88.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$946K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7258

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 codes2E2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$74K

$1036 / participant

Other / not subdivided$74K100.0%

% of EOY assets

1.928%

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

$90,812

$84,236+7.8%

$170,435-46.7%

$70,126+29.5%

Participation rate

56.3%

70.8%-14.5pp

83.6%-27.3pp

69.5%-13.2pp

Annual return

16.14%

23.06%-6.9pp

205.94%-189.8pp

73.15%-57.0pp

Employer contribution / active EE

$1,980

$3,387-41.6%

$5,432-63.6%

$2,343-15.5%

Participant deferral / active EE

$4,178

$3,086+35.4%

$4,939-15.4%

$3,332+25.4%

Admin fee / account holder

$1,751

$5,698-69.3%

$13,881-87.4%

$4,645-62.3%

PEDIATRIC ASSOCIATES OF ALEXANDRIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRIC ASSOCIATES OF ALEXANDRIA, 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