Retirement plan

AUGUSTA PODIATRY ASSOCIATES, PC 401K/PROFIT SHARING PLAN

Name: AUGUSTA PODIATRY ASSOCIATES PC - AUGUSTA PODIATRY ASSOCIATES, PC 401K/PROFIT SHARING PLAN (2019) Form 5500
Creator: AUGUSTA PODIATRY ASSOCIATES PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUGUSTA PODIATRY ASSOCIATES, PC 401K/PROFIT SHARING PLAN, AUGUSTA PODIATRY ASSOCIATES PC

AUGUSTA PODIATRY ASSOCIATES PCEIN 58-2418092Plan #001PY 2019

4321 UNIVERSITY PKWY STE 103 BLG 2 - EVANS, GA 30809706-854-2050augustapodiatry.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+33.4% from 2018

Total participants

+16.7% from 2018

Average account balance

$217,574

+14.4% from 2018

Annual return

35.49%

+38.20 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.77M

Not enough data

1 years with asset history on file

Average account balance

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

$754K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+31.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5760

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 codes2E2J2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$72K

$14499 / participant

Other / not subdivided$72K100.0%

% of EOY assets

4.760%

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

$217,574

$202,342+7.5%

$172,753+25.9%

$152,909+42.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

35.49%

1029.88%-994.4pp

803.00%-767.5pp

345.46%-310.0pp

Employer contribution / active EE

$2,232

$5,857-61.9%

$5,144-56.6%

$4,764-53.1%

Participant deferral / active EE

$7,603

$5,948+27.8%

$5,198+46.3%

$5,851+29.9%

Admin fee / account holder

$10,357

$17,112-39.5%

$13,956-25.8%

$11,601-10.7%

AUGUSTA PODIATRY ASSOCIATES, PC 401K/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUGUSTA PODIATRY ASSOCIATES, PC 401K/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