Retirement plan

ROSWELL PEDIATRIC CENTER, P. C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: ROSWELL PEDIATRIC CENTER, P.C. - ROSWELL PEDIATRIC CENTER, P. C. 401(K) PROFIT SHARING PLAN AND TRUST (2023) Form 5500
Creator: ROSWELL PEDIATRIC CENTER, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSWELL PEDIATRIC CENTER, P. C. 401(K) PROFIT SHARING PLAN AND TRUST, ROSWELL PEDIATRIC CENTER, P.C.

ROSWELL PEDIATRIC CENTER, P.C.EIN 58-1367701Plan #001PY 2023

11525 HAYNES BRIDGE ROAD SUITE 200 - ALPHARETTA, GA 30009770-751-0800roswellpediatrics.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$25M

+17.6% from 2022

Total participants

-7.7% from 2022

Average account balance

$351,912

+29.2% from 2022

Annual return

16.26%

+30.17 pp from 2022

Benchmarks

See 20,804 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,804 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.08M

Not enough data

1 years with asset history on file

Average account balance

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

$378K

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.

126.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+17.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2555

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$453K

$7948 / participant

Other / not subdivided$453K100.0%

% of EOY assets

1.813%

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

$351,912

$77,901+351.7%

$149,717+135.1%

$75,181+368.1%

Participation rate

98.2%

65.6%+32.7pp

78.8%+19.5pp

67.2%+31.0pp

Annual return

16.26%

31.73%-15.5pp

134.41%-118.2pp

160.69%-144.4pp

Employer contribution / active EE

$4,513

$3,137+43.8%

$4,820-6.4%

$2,671+69.0%

Participant deferral / active EE

$7,645

$3,411+124.1%

$5,682+34.6%

$4,126+85.3%

Admin fee / account holder

$6,381

$5,949+7.3%

$13,213-51.7%

$5,650+12.9%

ROSWELL PEDIATRIC CENTER, P. C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSWELL PEDIATRIC CENTER, P. C. 401(K) PROFIT SHARING PLAN AND TRUST

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