Retirement plan

ANESTHESIA CONSULTANTS OF ATHENS 401(K) PROFIT SHARING PLAN AND TRUST

Name: ANESTHESIA CONSULTANTS OF ATHENS - ANESTHESIA CONSULTANTS OF ATHENS 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: ANESTHESIA CONSULTANTS OF ATHENS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA CONSULTANTS OF ATHENS 401(K) PROFIT SHARING PLAN AND TRUST, ANESTHESIA CONSULTANTS OF ATHENS

ANESTHESIA CONSULTANTS OF ATHENSEIN 58-1501437Plan #003PY 2017

649-8 SOUTH MILLEDGE AVE. - ATHENS, GA 30605706-543-6287anesthesiaconsultantsofathens.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$26.5M

+18.9% from 2016

Total participants

+10.2% from 2016

Average account balance

$552,222

+13.9% from 2016

Annual return

15.01%

+6.63 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.08M

Not enough data

1 years with asset history on file

Average account balance

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

$613K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

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

+14.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4644

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 codes2E2F2G2J2T

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.

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

$409K

$10226 / participant

Other / not subdivided$409K100.0%

% of EOY assets

1.543%

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

$552,222

$84,236+555.6%

$170,435+224.0%

$70,126+687.5%

Participation rate

85.0%

70.8%+14.2pp

83.6%+1.4pp

69.5%+15.5pp

Annual return

15.01%

23.06%-8.0pp

205.94%-190.9pp

73.15%-58.1pp

Employer contribution / active EE

$16,526

$3,387+387.9%

$5,432+204.2%

$2,343+605.5%

Participant deferral / active EE

$13,694

$3,086+343.8%

$4,939+177.2%

$3,332+311.0%

Admin fee / account holder

$8,522

$5,698+49.6%

$13,881-38.6%

$4,645+83.4%

ANESTHESIA CONSULTANTS OF ATHENS 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA CONSULTANTS OF ATHENS 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