Retirement plan

DIAGNOSTIC IMAGING ASSOCIATES, INC. PROFIT SHARING PLAN & 401K PLAN

Name: DIAGNOSTIC IMAGING ASSOCIATES INC - DIAGNOSTIC IMAGING ASSOCIATES, INC. PROFIT SHARING PLAN & 401K PLAN (2018) Form 5500
Creator: DIAGNOSTIC IMAGING ASSOCIATES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIAGNOSTIC IMAGING ASSOCIATES, INC. PROFIT SHARING PLAN & 401K PLAN, DIAGNOSTIC IMAGING ASSOCIATES INC

DIAGNOSTIC IMAGING ASSOCIATES INCEIN 73-0793134Plan #002PY 2018

4500 S. GARNETT, STE 919 - TULSA, OK 74146918-935-3579salemimaging.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$21.2M

-2.5% from 2017

Total participants

+6.5% from 2017

Average account balance

$321,764

-6.9% from 2017

Annual return

-5.43%

-21.20 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.70M

Not enough data

1 years with asset history on file

Average account balance

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

$514K

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.

110.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+13.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7692

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 codes2E2G2R2T3D2J

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.
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.
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

$1.5M

$26959 / participant

Other / not subdivided$2M100.0%

% of EOY assets

7.236%

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

$321,764

$75,962+323.6%

$154,108+108.8%

$64,173+401.4%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-5.43%

30.32%-35.8pp

735.21%-740.6pp

7.63%-13.1pp

Employer contribution / active EE

$26,756

$3,350+698.7%

$5,298+405.1%

$2,381+1023.8%

Participant deferral / active EE

$10,866

$3,175+242.3%

$5,081+113.9%

$3,470+213.2%

Admin fee / account holder

$23,283

$5,589+316.6%

$13,411+73.6%

$4,887+376.4%

DIAGNOSTIC IMAGING ASSOCIATES, INC. PROFIT SHARING PLAN & 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIAGNOSTIC IMAGING ASSOCIATES, INC. PROFIT SHARING PLAN & 401K 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