Retirement plan

LITTLETON PEDIATRIC MEDICAL CENTER, PC PROFIT-SHARING PLAN

Name: LITTLETON PEDIATRIC MEDICAL CENTER, P.C. - LITTLETON PEDIATRIC MEDICAL CENTER, PC PROFIT-SHARING PLAN (2022) Form 5500
Creator: LITTLETON PEDIATRIC MEDICAL CENTER, P.C.
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.

LITTLETON PEDIATRIC MEDICAL CENTER, P.C.EIN 84-0593874Plan #002PY 2022

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)

$3.5M

-12.6% from 2021

Total participants

-3.8% from 2021

Average account balance

$69,926

-9.1% from 2021

Annual return

-16.15%

-26.45 pp from 2021

Benchmarks

See 19,706 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,706 peers

Snapshot2022

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

$156K

$3122 / participant

Other / not subdivided$156K100.0%

% of EOY assets

4.464%

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

$69,926

$73,848-5.3%

$143,799-51.4%

$68,486+2.1%

Participation rate

100.0%

66.7%+33.3pp

80.3%+19.7pp

67.9%+32.1pp

Annual return

-16.15%

0.91%-17.1pp

-0.04%-16.1pp

-7.85%-8.3pp

Employer contribution / active EE

$2,113

$3,184-33.7%

$4,952-57.3%

$2,597-18.6%

Participant deferral / active EE

$3,216

$3,385-5.0%

$5,638-43.0%

$4,028-20.1%

Admin fee / account holder

$3,122

$5,755-45.8%

$14,677-78.7%

$5,404-42.2%

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