Retirement plan

CHATHAM ORTHOPAEDIC ASSOCIATES, P.A. RETIREMENT PLAN

Name: CHATHAM ORTHOPAEDIC ASSOCIATES, P.A - CHATHAM ORTHOPAEDIC ASSOCIATES, P.A. RETIREMENT PLAN (2016) Form 5500
Creator: CHATHAM ORTHOPAEDIC ASSOCIATES, P.A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHATHAM ORTHOPAEDIC ASSOCIATES, P.A. RETIREMENT PLAN, CHATHAM ORTHOPAEDIC ASSOCIATES, P.A

CHATHAM ORTHOPAEDIC ASSOCIATES, P.AEIN 58-1132546Plan #001PY 2016

4425 PAULSEN ST. - SAVANNAH, GA 31405912-355-6615chathamorthopaedics.comLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.7M

No prior year

Total participants

120

No prior year

Average account balance

$88,824

No prior year

Annual return

7.54%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.33M

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

164

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

$1.79M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$398

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

Top 2 by compensation

Provider	Service type	Compensation
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY SERVICES CORPORATION Service code 27 · EIN 58-1111219	Advisory (Plan)	$17,676
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 24 · EIN 38-3712991	Discretionary Trustee	$6,929

Plan features & details

Pension benefit codes2A2E2R2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$23K

$252 / participant

Investment mgmt$18K75.4%
Other / not subdivided$6K24.6%

% of EOY assets

0.220%

all-in expense ratio

Categories reported

1 / 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

$88,824

$77,638+14.4%

$156,551-43.3%

$62,881+41.3%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

7.54%

50.33%-42.8pp

32.23%-24.7pp

20.14%-12.6pp

Employer contribution / active EE

$5,758

$3,444+67.2%

$5,501+4.7%

$2,281+152.5%

Participant deferral / active EE

$3,299

$3,046+8.3%

$4,871-32.3%

$3,203+3.0%

Admin fee / account holder

$195

$5,561-96.5%

$13,028-98.5%

$4,296-95.4%

Provider

Service type

Compensation

FIDUCIARY INVESTMENT ADVISORS1+ years

Filed as: FIDUCIARY SERVICES CORPORATION

Service code 27 · EIN 58-1111219

Advisory (Plan)

$17,676

EPIC RETIREMENT PLAN SERVICES1+ years

Filed as: THE RETIREMENT PLAN COMPANY

Service code 24 · EIN 38-3712991

Discretionary Trustee

$6,929

CHATHAM ORTHOPAEDIC ASSOCIATES, P.A. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHATHAM ORTHOPAEDIC ASSOCIATES, P.A. RETIREMENT 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