Retirement plan

ARVADA PEDIATRIC ASSOCIATES PC 401K PLAN

Name: ARVADA PEDIATRIC ASSOCIATES, PC - ARVADA PEDIATRIC ASSOCIATES PC 401K PLAN (2018) Form 5500
Creator: ARVADA PEDIATRIC ASSOCIATES, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARVADA PEDIATRIC ASSOCIATES PC 401K PLAN, ARVADA PEDIATRIC ASSOCIATES, PC

ARVADA PEDIATRIC ASSOCIATES, PCEIN 84-0678380Plan #003PY 2018

8030 LEE DRIVE - ARVADA, CO 80005303-421-6873arvadapeds.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.2M

+0.8% from 2017

Total participants

-8.1% from 2017

Average account balance

$152,693

+51.2% from 2017

Annual return

-7.24%

-21.78 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

$12.63M

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

186.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$532K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+17.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6872

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$27K

$800 / participant

Other / not subdivided$27K100.0%

% of EOY assets

0.524%

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

$152,693

$75,962+101.0%

$154,108-0.9%

$64,173+137.9%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-7.24%

30.32%-37.6pp

735.21%-742.4pp

7.63%-14.9pp

Employer contribution / active EE

$6,156

$3,350+83.8%

$5,298+16.2%

$2,381+158.6%

Participant deferral / active EE

$6,781

$3,175+113.6%

$5,081+33.5%

$3,470+95.4%

Admin fee / account holder

$800

$5,589-85.7%

$13,411-94.0%

$4,887-83.6%

ARVADA PEDIATRIC ASSOCIATES PC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARVADA PEDIATRIC ASSOCIATES PC 401K 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