Retirement plan

ROCKY MOUNTAIN DIABETES & OSTEOPOROSIS CENTER, PA, 401(K) PROFIT SHARING PLAN

Name: ROCKY MOUNTAIN DIABETES & OSTEOPOROSIS CENTER PA - ROCKY MOUNTAIN DIABETES & OSTEOPOROSIS CENTER, PA, 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ROCKY MOUNTAIN DIABETES & OSTEOPOROSIS CENTER PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCKY MOUNTAIN DIABETES & OSTEOPOROSIS CENTER, PA, 401(K) PROFIT SHARING PLAN, ROCKY MOUNTAIN DIABETES & OSTEOPOROSIS CENTER PA

ROCKY MOUNTAIN DIABETES & OSTEOPOROSIS CENTER PAEIN 82-0366217Plan #001PY 2024

3910 WASHINGTON PARKWAY - IDAHO FALLS, ID 83404208-523-1122rockymountaindiabetes.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.5M

+13.8% from 2023

Total participants

139

+12.1% from 2023

Average account balance

$57,242

+2.9% from 2023

Annual return

12.34%

+2.66 pp from 2023

Benchmarks

See 6,019 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,019 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.53M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

114

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.

89.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$740K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5736

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 codes2E2F2G2J3D

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.

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

$654K

$5149 / participant

Other / not subdivided$654K100.0%

% of EOY assets

10.021%

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

$57,242

$55,472+3.2%

$155,567-63.2%

$74,546-23.2%

Participation rate

80.3%

61.9%+18.4pp

78.2%+2.1pp

67.2%+13.1pp

Annual return

12.34%

268.72%-256.4pp

64.74%-52.4pp

1366.03%-1353.7pp

Employer contribution / active EE

$1,939

$2,269-14.5%

$4,674-58.5%

$2,624-26.1%

Participant deferral / active EE

$3,889

$2,838+37.0%

$5,628-30.9%

$4,347-10.6%

Admin fee / account holder

$5,736

$1,743+229.2%

$15,916-64.0%

$1,944+195.1%

ROCKY MOUNTAIN DIABETES & OSTEOPOROSIS CENTER, PA, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROCKY MOUNTAIN DIABETES & OSTEOPOROSIS CENTER, 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