Retirement plan

CENTRAL VIRGINIA GYNECOLOGIC O 401 K PROFIT SHARING PLAN TRUST

Name: CENTRAL VIRGINIA GYNECOLOGIC O - CENTRAL VIRGINIA GYNECOLOGIC O 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: CENTRAL VIRGINIA GYNECOLOGIC O
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL VIRGINIA GYNECOLOGIC O 401 K PROFIT SHARING PLAN TRUST, CENTRAL VIRGINIA GYNECOLOGIC O

CENTRAL VIRGINIA GYNECOLOGIC OEIN 54-1953579Plan #001PY 2015

1401 JOHNSTON WILLIS DR SUITE 1100 - NORTH CHESTERFIELD, VA 232354730804-323-5040

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$360K

No prior year

Total participants

No prior year

Average account balance

$71,972

No prior year

Annual return

-0.70%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$186K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16427

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 codes2E2G2J2T3D2T

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.
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.
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.
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

$590

$84 / participant

Other / not subdivided$590100.0%

% of EOY assets

0.164%

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

$71,972

$168,636-57.3%

$147,618-51.2%

$125,388-42.6%

Participation rate

57.1%

88.8%-31.6pp

84.6%-27.5pp

83.2%-26.0pp

Annual return

-0.70%

77.65%-78.3pp

61.98%-62.7pp

282.24%-282.9pp

Employer contribution / active EE

$2,278

$6,252-63.6%

$5,565-59.1%

$4,866-53.2%

Participant deferral / active EE

$4,204

$5,507-23.7%

$4,895-14.1%

$5,352-21.4%

Admin fee / account holder

$118

$13,580-99.1%

$11,612-99.0%

$9,541-98.8%

CENTRAL VIRGINIA GYNECOLOGIC O 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL VIRGINIA GYNECOLOGIC O 401 K PROFIT SHARING PLAN 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