Retirement plan

ANESTHESIA PROVIDERS GROUP RETIREMENT PLAN

Name: ANESTHESIA PROVIDERS GROUP, P.S.C. - ANESTHESIA PROVIDERS GROUP RETIREMENT PLAN (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$566K

-17.5% from 2021

Total participants

+8.3% from 2021

Average account balance

$24,630

-24.7% from 2021

Annual return

-16.00%

-29.11 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

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

$146K

$6362 / participant

Other / not subdivided$146K100.0%

% of EOY assets

25.831%

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

$24,630

$167,353-85.3%

$143,797-82.9%

$134,545-81.7%

Participation rate

87.0%

84.8%+2.1pp

80.3%+6.6pp

81.2%+5.7pp

Annual return

-16.00%

0.48%-16.5pp

-0.04%-16.0pp

418.37%-434.4pp

Employer contribution / active EE

$2,454

$5,620-56.3%

$4,952-50.4%

$4,742-48.2%

Participant deferral / active EE

$3,354

$6,447-48.0%

$5,638-40.5%

$6,401-47.6%

Admin fee / account holder

$6,362

$18,096-64.8%

$14,679-56.7%

$11,431-44.3%

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