Retirement plan

ANESTHESIA SERVICES OF DECATUR 401K PLAN

Name: ANESTHESIA SERVICES OF DECATUR PC - ANESTHESIA SERVICES OF DECATUR 401K PLAN (2018) Form 5500
Creator: ANESTHESIA SERVICES OF DECATUR PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA SERVICES OF DECATUR 401K PLAN, ANESTHESIA SERVICES OF DECATUR PC

ANESTHESIA SERVICES OF DECATUR PCEIN 63-0906067Plan #003PY 2018

P.O. BOX 2715 - DECATUR, AL 356022715256-764-9697LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$484K

-2.3% from 2017

Total participants

-11.1% from 2017

Average account balance

$80,723

+14.0% from 2017

Annual return

-3.78%

-18.64 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$260K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+20.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$122K

$15251 / participant

Other / not subdivided$122K100.0%

% of EOY assets

25.190%

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

$80,723

$180,459-55.3%

$154,108-47.6%

$135,380-40.4%

Participation rate

75.0%

87.4%-12.4pp

83.0%-8.0pp

82.6%-7.6pp

Annual return

-3.78%

888.21%-892.0pp

735.21%-739.0pp

519.81%-523.6pp

Employer contribution / active EE

$5,538

$6,035-8.2%

$5,298+4.5%

$4,779+15.9%

Participant deferral / active EE

$10,625

$5,806+83.0%

$5,081+109.1%

$5,609+89.4%

Admin fee / account holder

$20,334

$16,145+25.9%

$13,411+51.6%

$10,828+87.8%

ANESTHESIA SERVICES OF DECATUR 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA SERVICES OF DECATUR 401K 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