Retirement plan

PEACHTREE ORTHOPAEDIC CLINIC, P.A. DEFINED BENEFIT PLAN

Name: PEACHTREE ORTHOPAEDIC CLINIC, P.A. - PEACHTREE ORTHOPAEDIC CLINIC, P.A. DEFINED BENEFIT PLAN (2020) Form 5500
Creator: PEACHTREE ORTHOPAEDIC CLINIC, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEACHTREE ORTHOPAEDIC CLINIC, P.A. DEFINED BENEFIT PLAN, PEACHTREE ORTHOPAEDIC CLINIC, P.A.

PEACHTREE ORTHOPAEDIC CLINIC, P.A.EIN 58-1080740Plan #004PY 2020

2001 PEACHTREE ROAD NE, STE 705 - ATLANTA, GA 30309404-355-0743LinkedIn201-500 employeesmedical practice

Other plans on this EIN

3 filings

#003Retirement-$82.9M assets #005Retirement-$2.5M assets #001Retirement-$1.9M assets

Prospect flagsRecently cancelled planWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2019

Total participants

-100.0% from 2019

Average account balance

No prior year

Annual return

3.65%

-6.11 pp from 2019

Benchmarks

See 13,248 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants<25

Cohort13,248 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+3.65%

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

0 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY3 years Service code 13 · EIN 42-0127290	Contract Administrator	$172,050
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER HUDSON Service code 27 · EIN 58-1423485	Advisory (Plan)	$54,840
BRENTWOOD ASSET ADVISORS1 year Service code 27 · EIN 59-3718394	Advisory (Plan)	$27,500

Plan features & details

Pension benefit codes1C1I

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.

Opportunity flags

2 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$254K

Investment mgmt$82K32.4%
Contract admin$172K67.6%

% of EOY assets

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MSTILLER, LLC
Auditor EIN: 580673524
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$224,072-100.0%

$220,428-100.0%

$254,173-100.0%

Participation rate

0.0%

49.1%-49.1pp

43.5%-43.5pp

43.0%-43.0pp

Annual return

3.65%

99.74%-96.1pp

90.61%-87.0pp

259.17%-255.5pp

Employer contribution / active EE

$35,080-100.0%

$32,730-100.0%

$41,471-100.0%

Participant deferral / active EE

$39-100.0%

$40-100.0%

$153-100.0%

Admin fee / account holder

$13,610-100.0%

$12,805-100.0%

$21,502-100.0%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3 years

Service code 13 · EIN 42-0127290

Contract Administrator

$172,050

WITHUMSMITH+BROWN, PC1 year

Filed as: PARKER HUDSON

Service code 27 · EIN 58-1423485

Advisory (Plan)

$54,840

BRENTWOOD ASSET ADVISORS1 year

Service code 27 · EIN 59-3718394

Advisory (Plan)

$27,500

PEACHTREE ORTHOPAEDIC CLINIC, P.A. DEFINED BENEFIT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEACHTREE ORTHOPAEDIC CLINIC, P.A. DEFINED BENEFIT 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