Retirement plan

FORT SMITH REGIONAL DIALYSIS 401(K) PROFIT SHARING PLAN

Name: FORT SMITH REGIONAL DIALYSIS CENTER, LLC - FORT SMITH REGIONAL DIALYSIS 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: FORT SMITH REGIONAL DIALYSIS CENTER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORT SMITH REGIONAL DIALYSIS 401(K) PROFIT SHARING PLAN, FORT SMITH REGIONAL DIALYSIS CENTER, LLC

FORT SMITH REGIONAL DIALYSIS CENTER, LLCEIN 71-0804127Plan #001PY 2017

2201 BROOKEN HILL DRIVE - FORT SMITH, AR 729088611479-755-6750fsdialysis.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+21.0% from 2016

Total participants

-5.8% from 2016

Average account balance

$42,516

+18.5% from 2016

Annual return

16.17%

+9.64 pp from 2016

Benchmarks

See 17,855 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,855 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.59M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

85.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$376K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9869

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 codes2E2F2J3D

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).
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.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$154K

$2445 / participant

Other / not subdivided$154K100.0%

% of EOY assets

7.548%

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

$42,516

$84,233-49.5%

$170,436-75.1%

$70,131-39.4%

Participation rate

73.0%

70.8%+2.2pp

83.6%-10.6pp

69.5%+3.5pp

Annual return

16.17%

23.06%-6.9pp

205.94%-189.8pp

73.14%-57.0pp

Employer contribution / active EE

$1,068

$3,387-68.5%

$5,433-80.3%

$2,342-54.4%

Participant deferral / active EE

$2,556

$3,086-17.2%

$4,939-48.3%

$3,332-23.3%

Admin fee / account holder

$3,209

$5,698-43.7%

$13,880-76.9%

$4,645-30.9%

FORT SMITH REGIONAL DIALYSIS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORT SMITH REGIONAL DIALYSIS 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