Retirement plan

ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN

Name: ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. - ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$82.6M

+21.2% from 2016

Total participants

183

+13.0% from 2016

Average account balance

$461,182

+7.7% from 2016

Annual return

18.78%

+9.14 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$122.25M

Not enough data

1 years with asset history on file

Average account balance

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

$596K

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.

205

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.

93.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+14.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$284

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969	Recordkeeping fees; Sub-transfer agen...	$40,000
WILKINS, CREWS & ASSOCIATES, P.C.3+ 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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$7K

$45 / participant

Contract admin$3505.3%
Other / not subdivided$6K94.7%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - 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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$461,182

$55,453+731.7%

$170,435+170.6%

$62,293+640.3%

Participation rate

97.3%

66.4%+30.9pp

83.6%+13.7pp

69.5%+27.8pp

Annual return

18.78%

21.38%-2.6pp

205.94%-187.2pp

28.90%-10.1pp

Employer contribution / active EE

$15,273

$2,164+605.9%

$5,432+181.1%

$2,042+647.8%

Participant deferral / active EE

$11,843

$2,303+414.3%

$4,939+139.8%

$3,169+273.7%

Admin fee / account holder

$37

$455-91.9%

$13,881-99.7%

$479-92.3%

Provider

Service type

Compensation

NEWPORT GROUP, INC.2 years

Service code 12 · EIN 27-2037969

Recordkeeping fees; Sub-transfer agen...

$40,000

WILKINS, CREWS & ASSOCIATES, P.C.3+ 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