Retirement plan

WYOMING CARDIOPULMONARY SERVICES PC PROFIT SHARING PLAN

Name: WYOMING CARDIOPULMONARY SERVICES PC - WYOMING CARDIOPULMONARY SERVICES PC PROFIT SHARING PLAN (2015) Form 5500
Creator: WYOMING CARDIOPULMONARY SERVICES PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYOMING CARDIOPULMONARY SERVICES PC PROFIT SHARING PLAN, WYOMING CARDIOPULMONARY SERVICES PC

WYOMING CARDIOPULMONARY SERVICES PCEIN 83-0238247Plan #002PY 2015

1230 EAST 1ST STREET - CASPER, WY 826012704307-266-3174wyoheart.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.6M

No prior year

Total participants

No prior year

Average account balance

$137,893

No prior year

Annual return

-1.38%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.31M

Not enough data

1 years with asset history on file

Average account balance

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

$311K

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.

127.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$614K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74670

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 codes2E2G2J3D

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.
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

$703K

$18033 / participant

Other / not subdivided$703K100.0%

% of EOY assets

9.273%

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

$137,893

$75,832+81.8%

$147,617-6.6%

$59,633+131.2%

Participation rate

100.0%

71.6%+28.4pp

84.6%+15.4pp

68.7%+31.3pp

Annual return

-1.38%

0.37%-1.8pp

61.98%-63.4pp

2041.45%-2042.8pp

Employer contribution / active EE

$10,986

$3,485+215.3%

$5,564+97.4%

$2,203+398.8%

Participant deferral / active EE

$5,062

$3,131+61.7%

$4,895+3.4%

$3,192+58.6%

Admin fee / account holder

$12,787

$5,986+113.6%

$11,612+10.1%

$4,297+197.6%

WYOMING CARDIOPULMONARY SERVICES PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WYOMING CARDIOPULMONARY SERVICES PC 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