Retirement plan

ANESTHESIA PROVIDERS GROUP RETIREMENT PLAN

Name: ANESTHESIA PROVIDERS GROUP, P.S.C. - ANESTHESIA PROVIDERS GROUP RETIREMENT PLAN (2019) 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 2019

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

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$487K

+39.7% from 2018

Total participants

+5.3% from 2018

Average account balance

$27,041

+16.4% from 2018

Annual return

15.13%

+19.51 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

$4K

$184 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.757%

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

$27,041

$202,342-86.6%

$172,753-84.3%

$152,909-82.3%

Participation rate

90.0%

87.1%+2.9pp

82.6%+7.4pp

82.5%+7.5pp

Annual return

15.13%

1029.88%-1014.7pp

803.00%-787.9pp

345.46%-330.3pp

Employer contribution / active EE

$1,770

$5,857-69.8%

$5,144-65.6%

$4,764-62.8%

Participant deferral / active EE

$2,510

$5,948-57.8%

$5,198-51.7%

$5,851-57.1%

Admin fee / account holder

$205

$17,112-98.8%

$13,956-98.5%

$11,601-98.2%

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