Retirement plan

ANESTHESIA PROVIDERS GROUP RETIREMENT PLAN

Name: ANESTHESIA PROVIDERS GROUP, P.S.C. - ANESTHESIA PROVIDERS GROUP RETIREMENT PLAN (2015) Form 5500
Creator: ANESTHESIA PROVIDERS GROUP, P.S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA PROVIDERS GROUP RETIREMENT PLAN, ANESTHESIA PROVIDERS GROUP, P.S.C.

ANESTHESIA PROVIDERS GROUP, P.S.C.EIN 66-0737975Plan #001PY 2015

PO BOX 460 - MERCEDITA, PR 007150460787-843-0066

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$312K

No prior year

Total participants

No prior year

Average account balance

$20,799

No prior year

Annual return

-2.65%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$280K

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$51153

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 codes2E2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$130 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.749%

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

$20,799

$168,635-87.7%

$147,617-85.9%

$125,389-83.4%

Participation rate

83.3%

88.8%-5.4pp

84.6%-1.3pp

83.2%+0.1pp

Annual return

-2.65%

77.65%-80.3pp

61.98%-64.6pp

282.24%-284.9pp

Employer contribution / active EE

$4,697

$6,252-24.9%

$5,564-15.6%

$4,866-3.5%

Participant deferral / active EE

$2,186

$5,507-60.3%

$4,895-55.3%

$5,352-59.2%

Admin fee / account holder

$156

$13,580-98.9%

$11,612-98.7%

$9,541-98.4%

ANESTHESIA PROVIDERS GROUP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA PROVIDERS GROUP 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