Retirement plan

CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND TRUST

Name: CLINICAL PATHOLOGY ASSOCIATES - CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: CLINICAL PATHOLOGY ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND TRUST, CLINICAL PATHOLOGY ASSOCIATES

CLINICAL PATHOLOGY ASSOCIATESEIN 74-1619182Plan #001PY 2020

3445 EXECUTIVE CENTER DRIVE, SUITE 250 - AUSTIN, TX 78731512-579-4000LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$56.5M

+28.6% from 2019

Total participants

140

+29.6% from 2019

Average account balance

$403,440

-0.8% from 2019

Annual return

29.04%

+9.38 pp from 2019

Benchmarks

See 5,415 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,415 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$73.97M

Not enough data

1 years with asset history on file

Average account balance

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

$433K

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.

171

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+13.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$764

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
JULY BUSINESS SERVICES1 year Service code 13 · EIN 74-2715820	Contract Administrator	$12,305

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
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.

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$18K

$158 / participant

Recordkeeping$18K100.0%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CHERRY BEKAERT LLP CPA
Auditor EIN: 560574444
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$403,440

$58,888+585.1%

$178,499+126.0%

$73,493+449.0%

Participation rate

100.0%

66.2%+33.8pp

81.9%+18.1pp

70.7%+29.3pp

Annual return

29.04%

24.86%+4.2pp

151.10%-122.1pp

28.51%+0.5pp

Employer contribution / active EE

$20,499

$2,236+816.7%

$5,011+309.1%

$2,270+803.0%

Participant deferral / active EE

$10,910

$2,568+324.9%

$5,202+109.7%

$3,740+191.7%

Admin fee / account holder

$125

$400-68.7%

$13,986-99.1%

$513-75.6%

Provider

Service type

Compensation

JULY BUSINESS SERVICES1 year

Service code 13 · EIN 74-2715820

Contract Administrator

$12,305

CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND 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