Retirement plan

ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING PLAN

Name: ANESTHESIOLOGISTS ASSOCIATED, PC - ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: ANESTHESIOLOGISTS ASSOCIATED, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING PLAN, ANESTHESIOLOGISTS ASSOCIATED, PC

ANESTHESIOLOGISTS ASSOCIATED, PCEIN 63-0577011Plan #003PY 2015

3104 BLUE LAKE DRIVE, SUITE 110 - BIRMINGHAM, AL 352431642205-977-1949

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$27.6M

No prior year

Total participants

130

No prior year

Average account balance

$237,573

No prior year

Annual return

-0.69%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$95.46M

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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.

513

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.

87.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+14.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$268

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

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 codes2E2G2J2R2T

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.
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.

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

$1.2M

$10426 / participant

Other / not subdivided$1M100.0%

% of EOY assets

4.237%

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

$237,573

$46,360+412.5%

$147,618+60.9%

$52,331+354.0%

Participation rate

87.5%

64.9%+22.6pp

84.6%+2.9pp

68.1%+19.4pp

Annual return

-0.69%

1.62%-2.3pp

61.98%-62.7pp

4.54%-5.2pp

Employer contribution / active EE

$10,229

$2,126+381.1%

$5,565+83.8%

$1,882+443.6%

Participant deferral / active EE

$9,258

$2,258+310.1%

$4,895+89.1%

$3,022+206.3%

Admin fee / account holder

$10,066

$766+1214.5%

$11,612-13.3%

$592+1601.6%

ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIOLOGISTS ASSOCIATED, PC 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