Retirement plan

THE DELTA PATHOLOGY GROUP, L.L.C. 401(K) PROFIT SHARING PLAN

Name: THE DELTA PATHOLOGY GROUP, L.L.C. - THE DELTA PATHOLOGY GROUP, L.L.C. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: THE DELTA PATHOLOGY GROUP, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DELTA PATHOLOGY GROUP, L.L.C. 401(K) PROFIT SHARING PLAN, THE DELTA PATHOLOGY GROUP, L.L.C.

THE DELTA PATHOLOGY GROUP, L.L.C.EIN 72-0933293Plan #001PY 2015

2915 MISSOURI AVE. - SHREVEPORT, LA 71109318-621-8820LinkedIn201-500 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$35.7M

No prior year

Total participants

407

No prior year

Average account balance

$90,256

No prior year

Annual return

-0.71%

No prior year

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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Analytics

Total assets (EOY)

Plan-year ending balance

$65.66M

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

386

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.74M

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$277

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 26 · EIN 34-1479833	Advisory (Participants)	$75,927
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782	Direct payment from the plan; Float r...	$9,367
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3B3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$79K

$248 / participant

Investment mgmt$3K3.7%
Other / not subdivided$76K96.3%

% of EOY assets

0.221%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HEARD, MCELROY AND VESTAL
Auditor EIN: 720398470
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,256

$37,117+143.2%

$147,614-38.9%

$55,191+63.5%

Participation rate

96.2%

63.6%+32.6pp

84.6%+11.6pp

69.2%+27.1pp

Annual return

-0.71%

3.44%-4.2pp

61.98%-62.7pp

10.78%-11.5pp

Employer contribution / active EE

$6,877

$1,620+324.4%

$5,564+23.6%

$1,899+262.2%

Participant deferral / active EE

$4,112

$1,985+107.1%

$4,895-16.0%

$3,046+35.0%

Admin fee / account holder

$200

$86+133.4%

$11,611-98.3%

$91+120.0%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.1+ years

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 26 · EIN 34-1479833

Advisory (Participants)

$75,927

CHARLES SCHWAB & CO., INC.1+ years

Service code 33 · EIN 94-1737782

Direct payment from the plan; Float r...

$9,367

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL

Service code 59

Shareholder Servicing

THE DELTA PATHOLOGY GROUP, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DELTA PATHOLOGY GROUP, L.L.C. 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