Retirement plan

MARIETTA OB GYN AFFILIATES, P.A. 401(K) PROFIT SHARING PLAN

Name: MARIETTA OB GYN AFFILIATES, P.A. - MARIETTA OB GYN AFFILIATES, P.A. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: MARIETTA OB GYN AFFILIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARIETTA OB GYN AFFILIATES, P.A. 401(K) PROFIT SHARING PLAN, MARIETTA OB GYN AFFILIATES, P.A.

MARIETTA OB GYN AFFILIATES, P.A.EIN 58-1187683Plan #002PY 2023

699 CHURCH STREET, SUITE 220 - MARIETTA, GA 30060770-422-8505mariettaobgyn.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

+32.6% from 2022

Total participants

-1.9% from 2022

Average account balance

$114,771

+37.9% from 2022

Annual return

26.48%

+49.55 pp from 2022

Benchmarks

See 20,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,813 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.40M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

158.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$573K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+20.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2702

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
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

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

$74K

$2645 / participant

Other / not subdivided$74K100.0%

% of EOY assets

1.291%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,771

$77,899+47.3%

$149,673-23.3%

$75,163+52.7%

Participation rate

96.4%

65.6%+30.8pp

78.8%+17.7pp

67.2%+29.2pp

Annual return

26.48%

31.72%-5.2pp

134.42%-107.9pp

160.62%-134.1pp

Employer contribution / active EE

$3,995

$3,137+27.3%

$4,818-17.1%

$2,670+49.6%

Participant deferral / active EE

$7,156

$3,411+109.8%

$5,680+26.0%

$4,125+73.5%

Admin fee / account holder

$1,481

$5,956-75.1%

$13,210-88.8%

$5,651-73.8%

MARIETTA OB GYN AFFILIATES, P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARIETTA OB GYN AFFILIATES, P.A. 401(K) PROFIT SHARING 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