Retirement plan

ATHENS VASCULAR SURGERY, PC 401(K) PLAN

Name: ATHENS VASCULAR SURGERY, PC - ATHENS VASCULAR SURGERY, PC 401(K) PLAN (2022) Form 5500
Creator: ATHENS VASCULAR SURGERY, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATHENS VASCULAR SURGERY, PC 401(K) PLAN, ATHENS VASCULAR SURGERY, PC

ATHENS VASCULAR SURGERY, PCEIN 58-1405166Plan #003PY 2022

1357 OCONEE CONNECTOR, BUILDING 300 - WATKINSVILLE, GA 30677706-549-8306LinkedIn1-10 employeessports

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.1M

-18.1% from 2021

Total participants

-6.8% from 2021

Average account balance

$78,190

-13.3% from 2021

Annual return

-9.60%

-25.45 pp from 2021

Benchmarks

See 19,711 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,711 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.33M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

128.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$518K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1982

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 codes2F2G2J2T3D

Plan features

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

$908K

$23288 / participant

Other / not subdivided$908K100.0%

% of EOY assets

22.338%

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

$78,190

$73,867+5.9%

$143,770-45.6%

$68,498+14.1%

Participation rate

92.3%

66.7%+25.7pp

80.3%+12.0pp

67.9%+24.4pp

Annual return

-9.60%

1.01%-10.6pp

-0.04%-9.6pp

-7.84%-1.8pp

Employer contribution / active EE

$3,989

$3,184+25.3%

$4,951-19.4%

$2,596+53.6%

Participant deferral / active EE

$8,023

$3,384+137.0%

$5,638+42.3%

$4,027+99.2%

Admin fee / account holder

$17,466

$5,755+203.5%

$14,673+19.0%

$5,403+223.3%

ATHENS VASCULAR SURGERY, PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATHENS VASCULAR SURGERY, PC 401(K) 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