Retirement plan

AU MEDICAL ASSOCIATES EMPLOYEES' MONEY PURCHASE PENSION PLAN

Name: AU MEDICAL ASSOCIATES - AU MEDICAL ASSOCIATES EMPLOYEES' MONEY PURCHASE PENSION PLAN (2017) Form 5500
Creator: AU MEDICAL ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AU MEDICAL ASSOCIATES EMPLOYEES' MONEY PURCHASE PENSION PLAN, AU MEDICAL ASSOCIATES

AU MEDICAL ASSOCIATESEIN 58-0705892Plan #001PY 2017

1499 WALTON WAY, SUITE 1400 - AUGUSTA, GA 309012650706-724-6100ppsosgroup.comLinkedIn501-1000 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$23.1M

+16.7% from 2016

Total participants

416

-4.4% from 2016

Average account balance

$56,278

+22.1% from 2016

Annual return

13.50%

+8.56 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.77M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

1,355

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2F2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$81

$0 / participant

Contract admin$81100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARR RIGGS & INGRAM, LLC
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,278

$46,173+21.9%

$170,435-67.0%

$69,631-19.2%

Participation rate

98.0%

63.9%+34.1pp

83.6%+14.4pp

70.7%+27.3pp

Annual return

13.50%

21.62%-8.1pp

205.94%-192.4pp

27571.02%-27557.5pp

Employer contribution / active EE

$5,837

$1,610+262.6%

$5,432+7.5%

$2,032+187.2%

Participant deferral / active EE

$2,080-100.0%

$4,939-100.0%

$3,224-100.0%

Admin fee / account holder

$116-99.8%

$13,881-100.0%

$110-99.8%

AU MEDICAL ASSOCIATES EMPLOYEES' MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AU MEDICAL ASSOCIATES EMPLOYEES' MONEY PURCHASE PENSION 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