Retirement plan

COUNTRYSIDE MEDICAL, PA 401(K)

Name: COUNTRYSIDE MEDICAL, PA - COUNTRYSIDE MEDICAL, PA 401(K) (2017) Form 5500
Creator: COUNTRYSIDE MEDICAL, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COUNTRYSIDE MEDICAL, PA 401(K), COUNTRYSIDE MEDICAL, PA

COUNTRYSIDE MEDICAL, PAEIN 59-3465993Plan #001PY 2017

7860 SW 103 ST RD BLDG 100 STE 101 - OCALA, FL 34476352-873-4458

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$989K

+18.1% from 2016

Total participants

+22.2% from 2016

Average account balance

$98,873

+6.3% from 2016

Annual return

9.50%

+4.33 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.69M

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$141K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2G3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$409 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.372%

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

$98,873

$198,461-50.2%

$170,436-42.0%

$147,585-33.0%

Participation rate

88.9%

88.0%+0.9pp

83.6%+5.3pp

82.8%+6.1pp

Annual return

9.50%

257.30%-247.8pp

205.94%-196.4pp

578.57%-569.1pp

Employer contribution / active EE

$1,925

$6,184-68.9%

$5,433-64.6%

$4,876-60.5%

Participant deferral / active EE

$6,452

$5,629+14.6%

$4,939+30.6%

$5,439+18.6%

Admin fee / account holder

$368

$16,852-97.8%

$13,880-97.3%

$10,885-96.6%

COUNTRYSIDE MEDICAL, PA 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COUNTRYSIDE MEDICAL, PA 401(K)

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