Retirement plan

RADIOLOGY GROUP OF PADUCAH, PSC 401(K)PROFIT SHARING PLAN

Name: RADIOLOGY GROUP OF PADUCAH, PSC - RADIOLOGY GROUP OF PADUCAH, PSC 401(K)PROFIT SHARING PLAN (2024) Form 5500
Creator: RADIOLOGY GROUP OF PADUCAH, PSC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RADIOLOGY GROUP OF PADUCAH, PSC 401(K)PROFIT SHARING PLAN, RADIOLOGY GROUP OF PADUCAH, PSC

RADIOLOGY GROUP OF PADUCAH, PSCEIN 61-1068999Plan #001PY 2024

6 HIGHLANDS DR - PADUCAH, KY 42001270-575-2600

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$14.1M

+21.0% from 2023

Total participants

0.0% from 2023

Average account balance

$1,176,972

+21.0% from 2023

Annual return

13.78%

-1.85 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.12M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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

$858K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$72K

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

+13.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6339

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 codes2E2G2J2R

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.

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

$76K

$6339 / participant

Other / not subdivided$76K100.0%

% of EOY assets

0.539%

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

$1,176,972

$183,516+541.3%

$155,534+656.7%

$145,884+706.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

13.78%

61.43%-47.6pp

64.92%-51.1pp

551.85%-538.1pp

Employer contribution / active EE

$69,000

$5,315+1198.3%

$4,675+1376.0%

$4,662+1380.0%

Participant deferral / active EE

$2,508

$6,467-61.2%

$5,630-55.4%

$6,690-62.5%

Admin fee / account holder

$6,339

$19,293-67.1%

$15,900-60.1%

$13,392-52.7%

RADIOLOGY GROUP OF PADUCAH, PSC 401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RADIOLOGY GROUP OF PADUCAH, PSC 401(K)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