Retirement plan

MEDLINK GEORGIA, INC.

Name: MEDLINK GEORGIA, INC. - MEDLINK GEORGIA, INC. (2016) Form 5500
Creator: MEDLINK GEORGIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEDLINK GEORGIA, INC., MEDLINK GEORGIA, INC.

MEDLINK GEORGIA, INC.EIN 58-1394645Plan #001PY 2016

11 CHARLIE MORRIS ROAD,, P.O. BOX 459 - COLBERT, GA 30628706-788-3234medlinkga.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$2.4M

+3.6% from 2015

Total participants

193

+26.1% from 2015

Average account balance

$17,155

-8.1% from 2015

Annual return

5.43%

+1.76 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.99M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

559

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.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.84M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118

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 4 by compensation

Provider	Service type	Compensation
BROAD STREET CAPITAL ADVISORS, LLC2+ years Service code 27 1150 TIMOTHY RD · ATLANTA, GA 30606	Advisory (Plan)	$12,400
QUALIFIED PLANS, LLC1 year Service code 13 PO BOX 1768 · SAVANNAH, GA 31402	Contract Administrator	$1,624
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Recordkeeping Fees	$606
REGISTERED INVESTMENT ADVISER1 year Service code 55 1550 TIMOTHY RD, STE 102 · ATHENS, GA 30606	Other Commissions	$0

Plan features & details

Pension benefit codes2G2K2L

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$14K

$86 / participant

Contract admin$14K100.0%

% of EOY assets

0.588%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FORRESTALL CPAS, LLC
Auditor EIN: 582412540
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,155

$46,732-63.3%

$156,551-89.0%

$55,167-68.9%

Participation rate

68.7%

65.8%+2.9pp

84.0%-15.3pp

69.0%-0.3pp

Annual return

5.43%

17.72%-12.3pp

32.23%-26.8pp

169.23%-163.8pp

Employer contribution / active EE

$584

$2,105-72.3%

$5,501-89.4%

$1,963-70.3%

Participant deferral / active EE

$1,843

$2,204-16.4%

$4,871-62.2%

$3,054-39.7%

Admin fee / account holder

$101

$418-75.9%

$13,028-99.2%

$504-80.0%

Provider

Service type

Compensation

BROAD STREET CAPITAL ADVISORS, LLC2+ years

Service code 27

1150 TIMOTHY RD · ATLANTA, GA 30606

Advisory (Plan)

$12,400

QUALIFIED PLANS, LLC1 year

Service code 13

PO BOX 1768 · SAVANNAH, GA 31402

Contract Administrator

$1,624

AMERICAN FUNDS1 year

Filed as: CAPITAL RESEARCH AND MANAGEMENT CO.

Service code 64

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Recordkeeping Fees

$606

REGISTERED INVESTMENT ADVISER1 year

Service code 55

1550 TIMOTHY RD, STE 102 · ATHENS, GA 30606

Other Commissions

MEDLINK GEORGIA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEDLINK GEORGIA, INC.

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