Retirement plan

ANESTHESIA PROVIDERS GROUP RETIREMENT PLAN

Name: ANESTHESIA PROVIDERS GROUP, P.S.C. - ANESTHESIA PROVIDERS GROUP RETIREMENT PLAN (2021) 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 2021

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$687K

+30.7% from 2020

Total participants

0.0% from 2020

Average account balance

$32,704

+37.0% from 2020

Annual return

13.11%

+7.23 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$6K

$328 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.812%

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

$32,704

$217,432-85.0%

$185,849-82.4%

$167,536-80.5%

Participation rate

82.4%

86.1%-3.7pp

81.7%+0.6pp

82.1%+0.2pp

Annual return

13.11%

148.42%-135.3pp

122.10%-109.0pp

478.82%-465.7pp

Employer contribution / active EE

$2,347

$5,875-60.0%

$5,169-54.6%

$4,839-51.5%

Participant deferral / active EE

$3,382

$6,357-46.8%

$5,569-39.3%

$6,342-46.7%

Admin fee / account holder

$266

$19,818-98.7%

$16,244-98.4%

$12,315-97.8%

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