Retirement plan

CARIBBEAN WOMEN'S IMAGING PSC, RETIREMENT PLAN

Name: CARIBBEAN WOMEN'S IMAGING, PSC - CARIBBEAN WOMEN'S IMAGING PSC, RETIREMENT PLAN (2015) Form 5500
Creator: CARIBBEAN WOMEN'S IMAGING, PSC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARIBBEAN WOMEN'S IMAGING PSC, RETIREMENT PLAN, CARIBBEAN WOMEN'S IMAGING, PSC

CARIBBEAN WOMEN'S IMAGING, PSCEIN 66-0808977Plan #001PY 2015

60 CALLE LADY PALM, URB. PALMA REAL - GUAYNABO, PR 009695808787-758-8234

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$135K

No prior year

Total participants

No prior year

Average account balance

$67,451

No prior year

Annual return

-4.72%

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

$419K

Not enough data

1 years with asset history on file

Average account balance

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

$209K

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

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+8.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2396

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 codes2E2F2G3C

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

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$703 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.041%

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

$67,451

$168,635-60.0%

$147,617-54.3%

$125,389-46.2%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-4.72%

77.65%-82.4pp

61.98%-66.7pp

282.24%-287.0pp

Employer contribution / active EE

$10,500

$6,252+67.9%

$5,564+88.7%

$4,866+115.8%

Participant deferral / active EE

$10,500

$5,507+90.7%

$4,895+114.5%

$5,352+96.2%

Admin fee / account holder

$703

$13,580-94.8%

$11,612-94.0%

$9,541-92.6%

CARIBBEAN WOMEN'S IMAGING PSC, RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARIBBEAN WOMEN'S IMAGING PSC, 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