Retirement plan

EYE CONSULTANTS OF ATLANTA, PC/PIEDMONT SYSTEM AMBULATORY SURGERY CENTER, LLC 401(K) PLAN

Name: EC OF ATLANTA, PC/PIEDMONT SYSTEM - EYE CONSULTANTS OF ATLANTA, PC/PIEDMONT SYSTEM AMBULATORY SURGERY CENTER, LLC 401(K) PLAN (2017) Form 5500
Creator: EC OF ATLANTA, PC/PIEDMONT SYSTEM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EYE CONSULTANTS OF ATLANTA, PC/PIEDMONT SYSTEM AMBULATORY SURGERY CENTER, LLC 401(K) PLAN, EC OF ATLANTA, PC/PIEDMONT SYSTEM

EC OF ATLANTA, PC/PIEDMONT SYSTEMEIN 58-2659776Plan #001PY 2017

3193 HOWELL MILL RD., SUITE 100 - ATLANTA, GA 30327404-350-1410

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+29.7% from 2016

Total participants

+3.8% from 2016

Average account balance

$38,936

+19.7% from 2016

Annual return

16.27%

+9.29 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.94M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

75.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$263K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7688

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$224

$12 / participant

Other / not subdivided$224100.0%

% of EOY assets

0.022%

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

$38,936

$198,457-80.4%

$170,435-77.2%

$147,586-73.6%

Participation rate

94.7%

88.0%+6.8pp

83.6%+11.1pp

82.8%+11.9pp

Annual return

16.27%

257.30%-241.0pp

205.94%-189.7pp

578.59%-562.3pp

Employer contribution / active EE

$3,048

$6,183-50.7%

$5,432-43.9%

$4,876-37.5%

Participant deferral / active EE

$2,474

$5,629-56.1%

$4,939-49.9%

$5,439-54.5%

Admin fee / account holder

$16,852-99.9%

$13,881-99.9%

$10,886-99.9%

EYE CONSULTANTS OF ATLANTA, PC/PIEDMONT SYSTEM AMBULATORY SURGERY CENTER, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EYE CONSULTANTS OF ATLANTA, PC/PIEDMONT SYSTEM AMBULATORY SURGERY CENTER, LLC 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