Retirement plan

C.T. RADIOLOGY COMPLEX RETIREMENT PLAN

Name: C.T. RADIOLOGY COMPLEX - C.T. RADIOLOGY COMPLEX RETIREMENT PLAN (2021) Form 5500
Creator: C.T. RADIOLOGY COMPLEX
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.T. RADIOLOGY COMPLEX RETIREMENT PLAN, C.T. RADIOLOGY COMPLEX

C.T. RADIOLOGY COMPLEXEIN 66-0357967Plan #001PY 2021

PO BOX 602727 - BAYAMON, PR 009602727787-780-9069

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+2.8% from 2020

Total participants

-37.2% from 2020

Average account balance

$41,026

+9.8% from 2020

Annual return

12.58%

+3.22 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+16.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2454

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

Top 3 by compensation

Provider	Service type	Compensation
INDEPENDENCE BANK1 year Filed as: INDEPENDENCE FINANCIAL GROUP LLC Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130	Advisory (Plan)	$9,473
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111	Recordkeeping Fees	$5,765
PENSION ADMINISTRATORS GROUP, INC.1 year Filed as: PENSION ADMINISTRATORS GRIUP INC. Service code 13 · EIN 66-0523704 PO BOX 9023794 · SAN JUAN, PR 009023794	Contract Administrator	$1,691

Plan features & details

Pension benefit codes2E2F2G2K3C

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$16K

$293 / participant

Investment mgmt$16K100.0%

% of EOY assets

0.666%

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: RSM PUERTO RICO
Auditor EIN: 660388756
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,026

$95,415-57.0%

$185,851-77.9%

$85,851-52.2%

Participation rate

100.0%

68.8%+31.2pp

81.7%+18.3pp

69.3%+30.7pp

Annual return

12.58%

23.59%-11.0pp

122.11%-109.5pp

318.63%-306.1pp

Employer contribution / active EE

$3,314-100.0%

$5,168-100.0%

$2,565-100.0%

Participant deferral / active EE

$1,189

$3,424-65.3%

$5,569-78.6%

$3,952-69.9%

Admin fee / account holder

$273

$7,215-96.2%

$16,245-98.3%

$6,261-95.6%

Provider

Service type

Compensation

INDEPENDENCE BANK1 year

Filed as: INDEPENDENCE FINANCIAL GROUP LLC

Service code 27

12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130

Advisory (Plan)

$9,473

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111

Recordkeeping Fees

$5,765

PENSION ADMINISTRATORS GROUP, INC.1 year

Filed as: PENSION ADMINISTRATORS GRIUP INC.

Service code 13 · EIN 66-0523704

PO BOX 9023794 · SAN JUAN, PR 009023794

Contract Administrator

$1,691

C.T. RADIOLOGY COMPLEX RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.T. RADIOLOGY COMPLEX RETIREMENT 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