Retirement plan

PEDIATRIC GASTROENTEROLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN

Name: PEDIATRIC GASTROENTEROLOGY ASSOC,P - PEDIATRIC GASTROENTEROLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: PEDIATRIC GASTROENTEROLOGY ASSOC,P
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRIC GASTROENTEROLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN, PEDIATRIC GASTROENTEROLOGY ASSOC,P

PEDIATRIC GASTROENTEROLOGY ASSOC,PEIN 68-0554471Plan #001PY 2016

303 WILLIAMS AVENUE, SUITE 1021 - HUNTSVILLE, AL 35801256-536-3832gastroforkids.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$934K

+19.1% from 2015

Total participants

+42.9% from 2015

Average account balance

$155,636

-0.7% from 2015

Annual return

4.44%

+13.36 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.46M

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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

$147K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1670

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 codes2E2F2G2J2R2S3D

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$288

$41 / participant

Other / not subdivided$288100.0%

% of EOY assets

0.031%

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

$155,636

$181,896-14.4%

$156,551-0.6%

$273,972-43.2%

Participation rate

42.9%

88.4%-45.5pp

84.0%-41.2pp

83.0%-40.2pp

Annual return

4.44%

30.74%-26.3pp

32.23%-27.8pp

41.46%-37.0pp

Employer contribution / active EE

$9,716

$6,248+55.5%

$5,501+76.6%

$4,869+99.6%

Participant deferral / active EE

$6,714

$5,550+21.0%

$4,871+37.8%

$5,287+27.0%

Admin fee / account holder

$48

$15,560-99.7%

$13,028-99.6%

$10,133-99.5%

PEDIATRIC GASTROENTEROLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRIC GASTROENTEROLOGY ASSOCIATES, PC 401K PROFIT SHARING 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