Retirement plan

RADIOLOGY ASSOCIATES LLP PROFIT SHARING PLAN & TRUST

Name: RADIOLOGY ASSOCIATES LLP - RADIOLOGY ASSOCIATES LLP PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: RADIOLOGY ASSOCIATES LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RADIOLOGY ASSOCIATES LLP PROFIT SHARING PLAN & TRUST, RADIOLOGY ASSOCIATES LLP

RADIOLOGY ASSOCIATES LLPEIN 74-1548876Plan #004PY 2017

2900 NORTH STREET SUITE 301 - BEAUMONT, TX 777021541409-899-7157xraydocs.comLinkedIn201-500 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$17.6M

-13.0% from 2015

Total participants

-25.7% from 2015

Average account balance

$676,951

+17.1% from 2015

Annual return

14.06%

+14.35 pp from 2015

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.04M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$880K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$80K

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

+11.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$881792

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

Top 2 by compensation

Provider	Service type	Compensation
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041	Investment Management	$66,788
COMPENSATION STRATEGIES GROUP, LTD.3+ years Filed as: COMPENSATION STRATEGIES GROUP LTD Service code 64 · EIN 76-0188119	Recordkeeping Fees	$7,744

Plan features & details

Pension benefit codes2E2G2J2R3D

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.
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

$6.1M

$404276 / participant

Other / not subdivided$6M100.0%

% of EOY assets

34.454%

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

$676,951

$198,457+241.1%

$170,435+297.2%

$147,586+358.7%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

14.06%

257.30%-243.2pp

205.94%-191.9pp

578.59%-564.5pp

Employer contribution / active EE

$27,454

$6,183+344.0%

$5,432+405.4%

$4,876+463.0%

Participant deferral / active EE

$14,000

$5,629+148.7%

$4,939+183.4%

$5,439+157.4%

Admin fee / account holder

$233,236

$16,852+1284.0%

$13,881+1580.3%

$10,886+2042.6%

Provider

Service type

Compensation

RAYMOND JAMES FINANCIAL SERVICES3+ years

Filed as: RAYMOND JAMES

Service code 28 · EIN 59-1237041

Investment Management

$66,788

COMPENSATION STRATEGIES GROUP, LTD.3+ years

Filed as: COMPENSATION STRATEGIES GROUP LTD

Service code 64 · EIN 76-0188119

Recordkeeping Fees

$7,744

RADIOLOGY ASSOCIATES LLP PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RADIOLOGY ASSOCIATES LLP PROFIT SHARING PLAN & TRUST

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