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 (2020) 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 2020

2860 CHANNING WAY STE 117 - IDAHO FALLS, ID 834047532208-529-6050

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

+15.6% from 2019

Total participants

+6.3% from 2019

Average account balance

$226,685

+8.8% from 2019

Annual return

14.86%

-2.34 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

$287K

$20514 / participant

Other / not subdivided$287K100.0%

% of EOY assets

7.453%

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

$226,685

$209,422+8.2%

$178,503+27.0%

$158,982+42.6%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

14.86%

188.81%-173.9pp

151.12%-136.3pp

302.99%-288.1pp

Employer contribution / active EE

$13,815

$5,707+142.1%

$5,011+175.7%

$4,763+190.1%

Participant deferral / active EE

$8,486

$5,955+42.5%

$5,202+63.1%

$5,983+41.8%

Admin fee / account holder

$16,894

$17,079-1.1%

$13,987+20.8%

$11,252+50.1%

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