Retirement plan

ASSOCIATED RADIOLOGISTS LTD. EMPLOYEES SAVING PLAN

Name: ASSOCIATED RADIOLOGISTS, LTD. - ASSOCIATED RADIOLOGISTS LTD. EMPLOYEES SAVING PLAN (2017) Form 5500
Creator: ASSOCIATED RADIOLOGISTS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED RADIOLOGISTS LTD. EMPLOYEES SAVING PLAN, ASSOCIATED RADIOLOGISTS, LTD.

ASSOCIATED RADIOLOGISTS, LTD.EIN 71-0436342Plan #003PY 2017

PO BOX 1030 - JONESBORO, AR 724031030870-910-6654

Other plans on this EIN

1 filing

#001Retirement-$6.4M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.8M

+19.5% from 2016

Total participants

+12.5% from 2016

Average account balance

$267,326

+6.3% from 2016

Annual return

9.53%

+2.03 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.07M

Not enough data

1 years with asset history on file

Average account balance

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

$635K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$924K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

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

+16.93%

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$63K

$5764 / participant

Other / not subdivided$63K100.0%

% of EOY assets

1.318%

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

$267,326

$198,457+34.7%

$170,435+56.8%

$147,586+81.1%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

9.53%

257.30%-247.8pp

205.94%-196.4pp

578.59%-569.1pp

Employer contribution / active EE

$30,035

$6,183+385.8%

$5,432+452.9%

$4,876+515.9%

Participant deferral / active EE

$10,960

$5,629+94.7%

$4,939+121.9%

$5,439+101.5%

Admin fee / account holder

$3,522

$16,852-79.1%

$13,881-74.6%

$10,886-67.6%

ASSOCIATED RADIOLOGISTS LTD. EMPLOYEES SAVING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATED RADIOLOGISTS LTD. EMPLOYEES SAVING 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