Retirement plan

HELENA ORTHOPAEDIC CLINIC PLLP 401(K) PROFIT SHARING PLAN

Name: HELENA ORTHOPAEDIC CLINIC PLLP - HELENA ORTHOPAEDIC CLINIC PLLP 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: HELENA ORTHOPAEDIC CLINIC PLLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HELENA ORTHOPAEDIC CLINIC PLLP 401(K) PROFIT SHARING PLAN, HELENA ORTHOPAEDIC CLINIC PLLP

HELENA ORTHOPAEDIC CLINIC PLLPEIN 81-0445847Plan #001PY 2016

2442 WINNE - HELENA, MT 59601406-457-4100helenaortho.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

+8.4% from 2015

Total participants

+2.4% from 2015

Average account balance

$141,104

+5.8% from 2015

Annual return

5.91%

+5.68 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

$14.42M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

158.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$437K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24807

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 codes2E2H2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$291K

$9686 / participant

Other / not subdivided$291K100.0%

% of EOY assets

4.903%

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

$141,104

$77,638+81.7%

$156,551-9.9%

$62,881+124.4%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

5.91%

50.33%-44.4pp

32.23%-26.3pp

20.14%-14.2pp

Employer contribution / active EE

$9,692

$3,444+181.4%

$5,501+76.2%

$2,281+324.9%

Participant deferral / active EE

$4,555

$3,046+49.6%

$4,871-6.5%

$3,203+42.2%

Admin fee / account holder

$6,918

$5,561+24.4%

$13,028-46.9%

$4,296+61.1%

HELENA ORTHOPAEDIC CLINIC PLLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HELENA ORTHOPAEDIC CLINIC PLLP 401(K) 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