Retirement plan

RADIOLOGY SERVICES PA 401(K) PROFIT SHARING PLAN

Name: RADIOLOGY SERVICES, P.A. - RADIOLOGY SERVICES PA 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: RADIOLOGY SERVICES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RADIOLOGY SERVICES PA 401(K) PROFIT SHARING PLAN, RADIOLOGY SERVICES, P.A.

RADIOLOGY SERVICES, P.A.EIN 71-0336646Plan #002PY 2017

P.O. BOX 1983 - FORT SMITH, AR 72902479-420-9673

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.3M

-3.4% from 2016

Total participants

0.0% from 2016

Average account balance

$781,393

-3.4% from 2016

Annual return

9.28%

+2.78 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.47M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$187K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+35.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.2M

$170428 / participant

Other / not subdivided$1M100.0%

% of EOY assets

19.084%

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

$781,393

$198,470+293.7%

$170,444+358.4%

$147,585+429.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

9.28%

257.30%-248.0pp

205.94%-196.7pp

578.56%-569.3pp

Employer contribution / active EE

$27,571

$6,184+345.9%

$5,433+407.5%

$4,876+465.4%

Participant deferral / active EE

$22,286

$5,629+295.9%

$4,939+351.2%

$5,439+309.8%

Admin fee / account holder

$149,125

$16,852+784.9%

$13,881+974.3%

$10,885+1269.9%

RADIOLOGY SERVICES PA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RADIOLOGY SERVICES PA 401(K) 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