Retirement plan

OBSTETRICS & GYNECOLOGY ASSOC. OF IDAHO FALLS PROFIT SHARING PLAN

Name: OBSTETRICS & GYNECOLOGY ASSOC. OF IDAHO FALLS - OBSTETRICS & GYNECOLOGY ASSOC. OF IDAHO FALLS PROFIT SHARING PLAN (2019) Form 5500
Creator: OBSTETRICS & GYNECOLOGY ASSOC. OF IDAHO FALLS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OBSTETRICS & GYNECOLOGY ASSOC. OF IDAHO FALLS PROFIT SHARING PLAN, OBSTETRICS & GYNECOLOGY ASSOC. OF IDAHO FALLS

OBSTETRICS & GYNECOLOGY ASSOC. OF IDAHO FALLSEIN 82-0296824Plan #002PY 2019

2065 E 17TH ST. - IDAHO FALLS, ID 834048042208-522-0747

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$454K

-90.2% from 2018

Total participants

-45.5% from 2018

Average account balance

$75,614

-85.4% from 2018

Annual return

0.99%

+6.02 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$564K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2373

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 codes2E2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4.3M

$867902 / participant

Other / not subdivided$4M100.0%

% of EOY assets

956.508%

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

$75,614

$202,342-62.6%

$172,753-56.2%

$152,909-50.5%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

0.99%

1029.88%-1028.9pp

803.00%-802.0pp

345.46%-344.5pp

Employer contribution / active EE

$19,424

$5,857+231.6%

$5,144+277.6%

$4,764+307.7%

Participant deferral / active EE

$5,948-100.0%

$5,198-100.0%

$5,851-100.0%

Admin fee / account holder

$723,252

$17,112+4126.7%

$13,956+5082.6%

$11,601+6134.6%

OBSTETRICS & GYNECOLOGY ASSOC. OF IDAHO FALLS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OBSTETRICS & GYNECOLOGY ASSOC. OF IDAHO FALLS 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