Retirement plan

CHILDREN'S MERCY - PEDIATRIC CARE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

Name: CHILDRENS MERCY - PEDIATRIC CARE SPECIALISTS, INC. - CHILDREN'S MERCY - PEDIATRIC CARE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: CHILDRENS MERCY - PEDIATRIC CARE SPECIALISTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S MERCY - PEDIATRIC CARE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN, CHILDRENS MERCY - PEDIATRIC CARE SPECIALISTS, INC.

CHILDRENS MERCY - PEDIATRIC CARE SPECIALISTS, INC.EIN 81-4753049Plan #001PY 2020

12541 FOSTER, SUITE 260 - OVERLAND PARK, KS 66213913-906-0900

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.4M

+21.5% from 2019

Total participants

+7.5% from 2019

Average account balance

$303,296

+12.6% from 2019

Annual return

17.41%

-5.59 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.34M

Not enough data

1 years with asset history on file

Average account balance

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

$398K

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.

117.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$647K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+18.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$900

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 codes2E2F2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$112K

$3206 / participant

Other / not subdivided$112K100.0%

% of EOY assets

0.902%

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

$303,296

$91,179+232.6%

$178,499+69.9%

$79,852+279.8%

Participation rate

94.3%

69.2%+25.1pp

81.9%+12.4pp

69.6%+24.6pp

Annual return

17.41%

24.19%-6.8pp

151.10%-133.7pp

31.72%-14.3pp

Employer contribution / active EE

$5,830

$3,256+79.1%

$5,011+16.3%

$2,471+135.9%

Participant deferral / active EE

$8,488

$3,236+162.3%

$5,202+63.2%

$3,740+126.9%

Admin fee / account holder

$2,737

$6,749-59.4%

$13,986-80.4%

$5,306-48.4%

CHILDREN'S MERCY - PEDIATRIC CARE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S MERCY - PEDIATRIC CARE SPECIALISTS, INC. 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