Retirement plan

CHARLESTON GASTRO. SPECIALISTS, P.A. PROFIT SHARING PLAN

Name: CHARLESTON GASTRO. SPECIALISTS, P.A. - CHARLESTON GASTRO. SPECIALISTS, P.A. PROFIT SHARING PLAN (2015) Form 5500
Creator: CHARLESTON GASTRO. SPECIALISTS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHARLESTON GASTRO. SPECIALISTS, P.A. PROFIT SHARING PLAN, CHARLESTON GASTRO. SPECIALISTS, P.A.

CHARLESTON GASTRO. SPECIALISTS, P.A.EIN 57-0965630Plan #001PY 2015

1962 CHARLIE HALL BOULEVARD - CHARLESTON, SC 29414843-722-8000LinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.1M

No prior year

Total participants

111

No prior year

Average account balance

$100,564

No prior year

Annual return

-2.14%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.56M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

291

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$649

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$199K

$2145 / participant

Other / not subdivided$199K100.0%

% of EOY assets

1.803%

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

$100,564

$75,832+32.6%

$147,617-31.9%

$59,633+68.6%

Participation rate

98.9%

71.6%+27.4pp

84.6%+14.3pp

68.7%+30.3pp

Annual return

-2.14%

0.37%-2.5pp

61.98%-64.1pp

2041.45%-2043.6pp

Employer contribution / active EE

$1,872

$3,485-46.3%

$5,564-66.4%

$2,203-15.0%

Participant deferral / active EE

$2,852

$3,131-8.9%

$4,895-41.7%

$3,192-10.6%

Admin fee / account holder

$1,813

$5,986-69.7%

$11,612-84.4%

$4,297-57.8%

CHARLESTON GASTRO. SPECIALISTS, P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHARLESTON GASTRO. SPECIALISTS, P.A. PROFIT SHARING 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