Retirement plan

COLORADO PERMANENTE MEDICAL GROUP, P.C., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Name: COLORADO PERMANENTE MEDICAL GROUP, P.C. - COLORADO PERMANENTE MEDICAL GROUP, P.C., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST (2021) Form 5500
Creator: COLORADO PERMANENTE MEDICAL GROUP, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLORADO PERMANENTE MEDICAL GROUP, P.C., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST, COLORADO PERMANENTE MEDICAL GROUP, P.C.

COLORADO PERMANENTE MEDICAL GROUP, P.C.EIN 84-0832336Plan #002PY 2021

10350 E DAKOTA AVENUE - DENVER, CO 802471314303-344-7200LinkedIn1001-5000 employeesmedical practice

Other plans on this EIN

2 filings

#001Retirement-$705.3M assets #003Retirement-$35.3M assets

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$967.4M

+14.2% from 2020

Total participants

1,720

+2.4% from 2020

Average account balance

$569,742

+11.0% from 2020

Annual return

14.81%

-0.22 pp from 2020

Benchmarks

See 1,316 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,316 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.00B

Not enough data

1 years with asset history on file

Average account balance

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

$631K

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.

1,592

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.

88.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+13.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$131

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930	Advisory (Participants)	$242,035
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930	Recordkeeping	$140,172

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T

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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$381K

$295 / participant

Other / not subdivided$381K100.0%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: MOSS ADAMS
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$569,742

$67,512+743.9%

$185,823+206.6%

$93,030+512.4%

Participation rate

98.3%

67.1%+31.2pp

81.7%+16.6pp

73.9%+24.4pp

Annual return

14.81%

21.04%-6.2pp

122.05%-107.2pp

158.70%-143.9pp

Employer contribution / active EE

$7,423

$1,783+316.3%

$5,167+43.6%

$2,706+174.3%

Participant deferral / active EE

$25,197

$3,035+730.1%

$5,568+352.5%

$4,562+452.3%

Admin fee / account holder

$224

$318-29.4%

$16,237-98.6%

$152+47.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD ADVISERS INC.

Service code 26 · EIN 23-2811930

Advisory (Participants)

$242,035

THE VANGUARD GROUP, INC.7+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$140,172

COLORADO PERMANENTE MEDICAL GROUP, P.C., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLORADO PERMANENTE MEDICAL GROUP, P.C., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

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