Retirement plan

NORTH GEORGIA RADIOLOGY PA 401K PLAN

Name: NORTH GEORGIA RADIOLOGY, PA - NORTH GEORGIA RADIOLOGY PA 401K PLAN (2017) Form 5500
Creator: NORTH GEORGIA RADIOLOGY, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH GEORGIA RADIOLOGY PA 401K PLAN, NORTH GEORGIA RADIOLOGY, PA

NORTH GEORGIA RADIOLOGY, PAEIN 58-1093931Plan #004PY 2017

443 GILLUM DRIVE- VISTA PLAZA STE 1 - DALTON, GA 307211667706-278-7224LinkedIn11-50 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$1.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+2.6% from 2016

Total participants

-11.1% from 2016

Average account balance

$243,463

+36.8% from 2016

Annual return

15.47%

+8.27 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

$372K

$53092 / participant

Other / not subdivided$372K100.0%

% of EOY assets

25.441%

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

$243,463

$198,457+22.7%

$170,435+42.8%

$147,586+65.0%

Participation rate

71.4%

88.0%-16.5pp

83.6%-12.2pp

82.8%-11.4pp

Annual return

15.47%

257.30%-241.8pp

205.94%-190.5pp

578.59%-563.1pp

Employer contribution / active EE

$13,478

$6,183+118.0%

$5,432+148.1%

$4,876+176.4%

Participant deferral / active EE

$11,994

$5,629+113.1%

$4,939+142.8%

$5,439+120.5%

Admin fee / account holder

$61,941

$16,852+267.6%

$13,881+346.2%

$10,886+469.0%

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