Retirement plan

CENTRAL RADIOLOGY ASSOCIATES, PLLC RETIREMENT PLAN

Name: CENTRAL RADIOLOGY ASSOCIATES, PLLC - CENTRAL RADIOLOGY ASSOCIATES, PLLC RETIREMENT PLAN (2017) Form 5500
Creator: CENTRAL RADIOLOGY ASSOCIATES, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL RADIOLOGY ASSOCIATES, PLLC RETIREMENT PLAN, CENTRAL RADIOLOGY ASSOCIATES, PLLC

CENTRAL RADIOLOGY ASSOCIATES, PLLCEIN 61-0940967Plan #003PY 2017

1740 NICHOLASVILLE RD - LEXINGTON, KY 40503859-260-6956LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.6M

+13.7% from 2016

Total participants

0.0% from 2016

Average account balance

$1,261,725

+13.7% from 2016

Annual return

13.56%

+5.17 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

$1K

Not enough data

1 years with asset history on file

Average account balance

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

$526

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+175.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$285

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 codes2E2G3D2J2R

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

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

$305K

$50836 / participant

Other / not subdivided$305K100.0%

% of EOY assets

4.029%

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

$1,261,725

$198,457+535.8%

$170,435+640.3%

$147,586+754.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

13.56%

257.30%-243.7pp

205.94%-192.4pp

578.59%-565.0pp

Employer contribution / active EE

$37,786

$6,183+511.1%

$5,432+595.6%

$4,876+674.9%

Participant deferral / active EE

$9,000

$5,629+59.9%

$4,939+82.2%

$5,439+65.5%

Admin fee / account holder

$50,836

$16,852+201.7%

$13,881+266.2%

$10,886+367.0%

CENTRAL RADIOLOGY ASSOCIATES, PLLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL RADIOLOGY ASSOCIATES, PLLC RETIREMENT 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