Retirement plan

LITTLETON PEDIATRIC MEDICAL CENTER, PC PROFIT-SHARING PLAN

Name: LITTLETON PEDIATRIC MEDICAL CENTER, P.C. PSP - LITTLETON PEDIATRIC MEDICAL CENTER, PC PROFIT-SHARING PLAN (2020) Form 5500
Creator: LITTLETON PEDIATRIC MEDICAL CENTER, P.C. PSP
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, P.C. PSP

LITTLETON PEDIATRIC MEDICAL CENTER, P.C. PSPEIN 84-0593874Plan #002PY 2020

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$3.4M

-23.7% from 2019

Total participants

+11.1% from 2019

Average account balance

-100.0% from 2019

Annual return

3.11%

-17.73 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$30661 / participant

Other / not subdivided$2M100.0%

% of EOY assets

45.147%

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

$91,179-100.0%

$178,499-100.0%

$79,852-100.0%

Participation rate

0.0%

69.2%-69.2pp

81.9%-81.9pp

69.6%-69.6pp

Annual return

3.11%

24.19%-21.1pp

151.10%-148.0pp

31.72%-28.6pp

Employer contribution / active EE

$2,209

$3,256-32.2%

$5,011-55.9%

$2,471-10.6%

Participant deferral / active EE

$3,877

$3,236+19.8%

$5,202-25.5%

$3,740+3.7%

Admin fee / account holder

$6,749-100.0%

$13,986-100.0%

$5,306-100.0%

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