Retirement plan

PROFIT SHARING PLAN AND TRUST OF RADIOLOGY CONSULTANTS OF TULSA, INC.

Name: RADIOLOGY CONSULTANTS OF TULSA, INC. - PROFIT SHARING PLAN AND TRUST OF RADIOLOGY CONSULTANTS OF TULSA, INC. (2017) Form 5500
Creator: RADIOLOGY CONSULTANTS OF TULSA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN AND TRUST OF RADIOLOGY CONSULTANTS OF TULSA, INC., RADIOLOGY CONSULTANTS OF TULSA, INC.

RADIOLOGY CONSULTANTS OF TULSA, INC.EIN 73-0962438Plan #001PY 2017

PO BOX 4975 - TULSA, OK 74159918-743-8838rctradiology.comLinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$34.8M

+83.1% from 2016

Total participants

-12.5% from 2016

Average account balance

$1,243,731

+109.3% from 2016

Annual return

144.65%

+136.42 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43.31M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.92M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$64K

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

+12.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142445

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 codes2E2F2G2J2T3D

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.
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

$13.2M

$470656 / participant

Other / not subdivided$13M100.0%

% of EOY assets

37.842%

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

$1,243,731

$84,236+1376.5%

$170,435+629.7%

$70,126+1673.6%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

144.65%

23.06%+121.6pp

205.94%-61.3pp

73.15%+71.5pp

Employer contribution / active EE

$48,813

$3,387+1341.1%

$5,432+798.6%

$2,343+1983.8%

Participant deferral / active EE

$4,421

$3,086+43.3%

$4,939-10.5%

$3,332+32.7%

Admin fee / account holder

$470,656

$5,698+8159.6%

$13,881+3290.7%

$4,645+10031.5%

PROFIT SHARING PLAN AND TRUST OF RADIOLOGY CONSULTANTS OF TULSA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN AND TRUST OF RADIOLOGY CONSULTANTS OF TULSA, INC.

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