Retirement plan

NORTH GEORGIA RADIOLOGY PA 401K PLAN

Name: N. GEORGIA RADIOLOGY, PA - NORTH GEORGIA RADIOLOGY PA 401K PLAN (2015) Form 5500
Creator: N. GEORGIA RADIOLOGY, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH GEORGIA RADIOLOGY PA 401K PLAN, N. GEORGIA RADIOLOGY, PA

N. GEORGIA RADIOLOGY, PAEIN 58-1093931Plan #004PY 2015

443 GILLUM DRIVE, SUITE 1 - DALTON, GA 30721706-278-7224LinkedIn11-50 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$3.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$203,831

No prior year

Annual return

-2.25%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.14M

Not enough data

1 years with asset history on file

Average account balance

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

$524K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$239K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+13.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2941

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 codes2G2J

Plan features

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

$173K

$21621 / participant

Other / not subdivided$173K100.0%

% of EOY assets

10.607%

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

$203,831

$168,635+20.9%

$147,617+38.1%

$125,389+62.6%

Participation rate

75.0%

88.8%-13.8pp

84.6%-9.6pp

83.2%-8.2pp

Annual return

-2.25%

77.65%-79.9pp

61.98%-64.2pp

282.24%-284.5pp

Employer contribution / active EE

$13,236

$6,252+111.7%

$5,564+137.9%

$4,866+172.0%

Participant deferral / active EE

$10,918

$5,507+98.3%

$4,895+123.0%

$5,352+104.0%

Admin fee / account holder

$21,621

$13,580+59.2%

$11,612+86.2%

$9,541+126.6%

NORTH GEORGIA RADIOLOGY PA 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH GEORGIA RADIOLOGY PA 401K 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