Retirement plan

PATHOLOGY ASSOCIATES OF IDAHO FALLS PA 401(K) PROFIT SHARING PLAN

Name: PATHOLOGY ASSOCIATES OF IDAHO FALLS PA - PATHOLOGY ASSOCIATES OF IDAHO FALLS PA 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: PATHOLOGY ASSOCIATES OF IDAHO FALLS PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PATHOLOGY ASSOCIATES OF IDAHO FALLS PA 401(K) PROFIT SHARING PLAN, PATHOLOGY ASSOCIATES OF IDAHO FALLS PA

PATHOLOGY ASSOCIATES OF IDAHO FALLS PAEIN 82-0294455Plan #002PY 2018

1820 E 17TH ST STE 230 - IDAHO FALLS, ID 834046521208-529-9779

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

-8.8% from 2017

Total participants

-5.6% from 2017

Average account balance

$186,593

+4.3% from 2017

Annual return

-0.44%

-8.08 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.04M

Not enough data

1 years with asset history on file

Average account balance

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

$263K

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.

383.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$341K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$57K

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

+12.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$937

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 codes2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$481K

$30093 / participant

Other / not subdivided$481K100.0%

% of EOY assets

18.432%

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

$186,593

$180,459+3.4%

$154,108+21.1%

$135,380+37.8%

Participation rate

81.3%

87.4%-6.2pp

83.0%-1.8pp

82.6%-1.4pp

Annual return

-0.44%

888.21%-888.6pp

735.21%-735.6pp

519.81%-520.2pp

Employer contribution / active EE

$9,501

$6,035+57.4%

$5,298+79.3%

$4,779+98.8%

Participant deferral / active EE

$5,618

$5,806-3.3%

$5,081+10.6%

$5,609+0.2%

Admin fee / account holder

$34,392

$16,145+113.0%

$13,411+156.4%

$10,828+217.6%

PATHOLOGY ASSOCIATES OF IDAHO FALLS PA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PATHOLOGY ASSOCIATES OF IDAHO FALLS PA 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