Retirement plan

NEUROSURGICAL ASSOCIATES, P.C. PENSION PLAN

Name: NEUROSURGICAL ASSOCIATES, P.C. - NEUROSURGICAL ASSOCIATES, P.C. PENSION PLAN (2018) Form 5500
Creator: NEUROSURGICAL ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEUROSURGICAL ASSOCIATES, P.C. PENSION PLAN, NEUROSURGICAL ASSOCIATES, P.C.

NEUROSURGICAL ASSOCIATES, P.C.EIN 62-0875191Plan #001PY 2018

1932 ALCOA HIGHWAY, SUITE 360 - KNOXVILLE, TN 37920865-524-1869neuroknox.comLinkedIn201-500 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$2.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.2M

+12.7% from 2017

Total participants

+33.8% from 2017

Average account balance

$146,333

-14.9% from 2017

Annual return

17.57%

-0.37 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.65M

Not enough data

1 years with asset history on file

Average account balance

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

$238K

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.

112

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.

141.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+23.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16524

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 codes2C2G2R2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$1.9M

$27456 / participant

Other / not subdivided$2M100.0%

% of EOY assets

14.593%

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

$146,333

$75,962+92.6%

$154,108-5.0%

$64,173+128.0%

Participation rate

98.6%

70.4%+28.2pp

83.0%+15.5pp

69.6%+29.0pp

Annual return

17.57%

30.32%-12.8pp

735.21%-717.6pp

7.63%+9.9pp

Employer contribution / active EE

$19,164

$3,350+472.1%

$5,298+261.8%

$2,381+704.9%

Participant deferral / active EE

$3,175-100.0%

$5,081-100.0%

$3,470-100.0%

Admin fee / account holder

$21,354

$5,589+282.1%

$13,411+59.2%

$4,887+336.9%

NEUROSURGICAL ASSOCIATES, P.C. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEUROSURGICAL ASSOCIATES, P.C. PENSION 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