Retirement plan

ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN

Name: ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. - ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN (2016) Form 5500
Creator: ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN, ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C.

ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C.EIN 62-1445498Plan #001PY 2016

979 EAST THIRD STREET, C-235 - CHATTANOOGA, TN 37403423-602-8400

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$68.1M

No prior year

Total participants

162

No prior year

Average account balance

$428,365

No prior year

Annual return

9.64%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$133.38M

Not enough data

1 years with asset history on file

Average account balance

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

$590K

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.

226

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+15.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$259

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716	Advisory (Plan)	$69,729
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969	Sub-transfer agency fees; Recordkeepi...	$44,407
WILKINS, CREWS & ASSOCIATES, P.C.2+ years Service code 10 · EIN 20-3250784	Accounting	$6,239

Plan features & details

Pension benefit codes2E2F2G2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

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

$89K

$643 / participant

Investment mgmt$70K78.0%
Contract admin$11K11.9%
Other / not subdivided$9K10.1%

% of EOY assets

0.131%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WILKINS, CREWS & ASSOCIATES, P.C.
Auditor EIN: 203250784
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$428,365

$46,732+816.6%

$156,549+173.6%

$55,167+676.5%

Participation rate

97.8%

65.8%+32.0pp

84.0%+13.8pp

69.0%+28.9pp

Annual return

9.64%

17.72%-8.1pp

32.23%-22.6pp

169.23%-159.6pp

Employer contribution / active EE

$15,183

$2,105+621.2%

$5,501+176.0%

$1,963+673.6%

Participant deferral / active EE

$11,639

$2,204+428.0%

$4,871+138.9%

$3,054+281.1%

Admin fee / account holder

$562

$418+34.4%

$13,027-95.7%

$504+11.6%

Provider

Service type

Compensation

RAYMOND JAMES FINANCIAL SERVICES2+ years

Filed as: RAYMOND JAMES

Service code 27

880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716

Advisory (Plan)

$69,729

NEWPORT GROUP, INC.1+ years

Service code 12 · EIN 27-2037969

Sub-transfer agency fees; Recordkeepi...

$44,407

WILKINS, CREWS & ASSOCIATES, P.C.2+ years

Service code 10 · EIN 20-3250784

Accounting

$6,239

ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. 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