Retirement plan

COMPREHENSIVE GI CARE 401(K) PLAN

Name: COMPREHENSIVE GI CARE, A PROFESSIONAL MEDICAL GROUP, INC. - COMPREHENSIVE GI CARE 401(K) PLAN (2020) Form 5500
Creator: COMPREHENSIVE GI CARE, A PROFESSIONAL MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPREHENSIVE GI CARE 401(K) PLAN, COMPREHENSIVE GI CARE, A PROFESSIONAL MEDICAL GROUP, INC.

COMPREHENSIVE GI CARE, A PROFESSIONAL MEDICAL GROUP, INC.EIN 75-3019928Plan #001PY 2020

4772 KATELLA AVENUE, SUITE 200 - LOS ALAMITOS, CA 90720562-596-5552

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$233K

+66.7% from 2019

Total participants

-11.1% from 2019

Average account balance

$38,830

+66.7% from 2019

Annual return

19.65%

-5.79 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

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).
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$508 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.526%

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

$38,830

$209,425-81.5%

$178,499-78.2%

$158,966-75.6%

Participation rate

71.4%

86.4%-14.9pp

81.9%-10.5pp

82.0%-10.5pp

Annual return

19.65%

188.80%-169.1pp

151.10%-131.5pp

302.95%-283.3pp

Employer contribution / active EE

$2,405

$5,707-57.9%

$5,011-52.0%

$4,762-49.5%

Participant deferral / active EE

$6,988

$5,955+17.3%

$5,202+34.3%

$5,983+16.8%

Admin fee / account holder

$593

$17,078-96.5%

$13,986-95.8%

$11,250-94.7%

COMPREHENSIVE GI CARE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPREHENSIVE GI CARE 401(K) 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