Retirement plan

MOUNTAIN AREA PEDIATRIC 401(K) PLAN

Name: MOUNTAIN AREA PEDIATRIC ASSOC, PA - MOUNTAIN AREA PEDIATRIC 401(K) PLAN (2016) Form 5500
Creator: MOUNTAIN AREA PEDIATRIC ASSOC, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOUNTAIN AREA PEDIATRIC 401(K) PLAN, MOUNTAIN AREA PEDIATRIC ASSOC, PA

MOUNTAIN AREA PEDIATRIC ASSOC, PAEIN 56-1989591Plan #001PY 2016

500 CENTREPARK DR - ASHEVILLE, NC 28805828-254-4337mountainareapeds.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+14.1% from 2015

Total participants

-5.6% from 2015

Average account balance

$74,116

+20.8% from 2015

Annual return

10.36%

+14.08 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.48M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$304K

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

+10.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1029

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 codes2E2G2J

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.

Opportunity flags

1 tripped

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

$40K

$1172 / participant

Other / not subdivided$40K100.0%

% of EOY assets

1.581%

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

$74,116

$77,638-4.5%

$156,551-52.7%

$62,881+17.9%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

10.36%

50.33%-40.0pp

32.23%-21.9pp

20.14%-9.8pp

Employer contribution / active EE

$1,152

$3,444-66.6%

$5,501-79.1%

$2,281-49.5%

Participant deferral / active EE

$2,446

$3,046-19.7%

$4,871-49.8%

$3,203-23.6%

Admin fee / account holder

$1,172

$5,561-78.9%

$13,028-91.0%

$4,296-72.7%

MOUNTAIN AREA PEDIATRIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOUNTAIN AREA PEDIATRIC 401(K) 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