Retirement plan

LITTLETON PEDIATRIC MEDICAL CENTER, PC PROFIT-SHARING PLAN

Name: LITTLETON PEDIATRIC MEDICAL CENTER, PC - LITTLETON PEDIATRIC MEDICAL CENTER, PC PROFIT-SHARING PLAN (2018) Form 5500
Creator: LITTLETON PEDIATRIC MEDICAL CENTER, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTLETON PEDIATRIC MEDICAL CENTER, PC PROFIT-SHARING PLAN, LITTLETON PEDIATRIC MEDICAL CENTER, PC

LITTLETON PEDIATRIC MEDICAL CENTER, PCEIN 84-0593874Plan #002PY 2018

206 W. COUNTY LINE ROAD, SUITE 110 - HIGHLANDS RANCH, CO 80129303-791-9999littletonpeds.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

-25.9% from 2017

Total participants

+38.2% from 2017

Average account balance

$46,758

-46.4% from 2017

Annual return

-4.51%

-18.71 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.31M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$227K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4968

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 codes2E2F2H2J

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$1.3M

$17391 / participant

Other / not subdivided$1M100.0%

% of EOY assets

37.194%

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

$46,758

$75,962-38.4%

$154,111-69.7%

$64,173-27.1%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-4.51%

30.32%-34.8pp

735.18%-739.7pp

7.63%-12.1pp

Employer contribution / active EE

$1,467

$3,350-56.2%

$5,298-72.3%

$2,381-38.4%

Participant deferral / active EE

$1,837

$3,175-42.1%

$5,081-63.8%

$3,470-47.0%

Admin fee / account holder

$17,391

$5,589+211.2%

$13,411+29.7%

$4,887+255.8%

LITTLETON PEDIATRIC MEDICAL CENTER, PC PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LITTLETON PEDIATRIC MEDICAL CENTER, 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