Retirement plan

RADIOLOGY CONSULTANTS, INC. EMPLOYEES PROFIT SHARING PLAN

Name: RADIOLOGY CONSULTANTS PC - RADIOLOGY CONSULTANTS, INC. EMPLOYEES PROFIT SHARING PLAN (2016) Form 5500
Creator: RADIOLOGY CONSULTANTS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RADIOLOGY CONSULTANTS, INC. EMPLOYEES PROFIT SHARING PLAN, RADIOLOGY CONSULTANTS PC

RADIOLOGY CONSULTANTS PCEIN 73-0796003Plan #001PY 2016

4625 S. WESTERN - OKLAHOMA CITY, OK 73109405-632-2323rctradiology.comLinkedIn1-10 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$18.4M

+9.9% from 2015

Total participants

+6.4% from 2015

Average account balance

$392,368

+2.9% from 2015

Annual return

6.62%

+8.61 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.15M

Not enough data

1 years with asset history on file

Average account balance

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

$599K

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.

168.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

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

+13.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24696

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 codes2E2F2H2R3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

$504K

$12007 / participant

Other / not subdivided$504K100.0%

% of EOY assets

2.734%

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

$392,368

$77,638+405.4%

$156,551+150.6%

$62,881+524.0%

Participation rate

92.9%

71.2%+21.7pp

84.0%+8.8pp

69.3%+23.6pp

Annual return

6.62%

50.33%-43.7pp

32.23%-25.6pp

20.14%-13.5pp

Employer contribution / active EE

$24,424

$3,444+609.2%

$5,501+344.0%

$2,281+970.8%

Participant deferral / active EE

$3,046-100.0%

$4,871-100.0%

$3,203-100.0%

Admin fee / account holder

$10,729

$5,561+92.9%

$13,028-17.6%

$4,296+149.8%

RADIOLOGY CONSULTANTS, INC. EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RADIOLOGY CONSULTANTS, INC. EMPLOYEES 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