Retirement plan

BOULDER VALLEY GASTROENTEROLOGY, INC. PROFIT SHARING PLAN

Name: BOULDER VALLEY GASTROENTEROLOGY, INC. - BOULDER VALLEY GASTROENTEROLOGY, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: BOULDER VALLEY GASTROENTEROLOGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOULDER VALLEY GASTROENTEROLOGY, INC. PROFIT SHARING PLAN, BOULDER VALLEY GASTROENTEROLOGY, INC.

BOULDER VALLEY GASTROENTEROLOGY, INC.EIN 84-1001906Plan #002PY 2019

382 S. ARTHUR AVENUE - LOUISVILLE, CO 80027303-604-5000

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$14.5M

+25.3% from 2018

Total participants

176

+6.0% from 2018

Average account balance

$88,450

+26.8% from 2018

Annual return

18.88%

+23.46 pp from 2018

Benchmarks

See 18,455 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,455 peers

Snapshot2019

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$14.09M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

362

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.

78.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.92M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59

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 3 by compensation

Provider	Service type	Compensation
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435	Contract Administrator	$12,892
ANTON COLLINS MITCHELL LLP1 year Filed as: ACM LLP Service code 10 303 EAST 17TH AVE, STE 600 · DENVER, CO 80203	Accounting	$6,000
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$5,728

Plan features & details

Pension benefit codes2A2E2F2G3D2J2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$25K

$268 / participant

Contract admin$8K31.8%
Other / not subdivided$17K68.2%

% of EOY assets

0.170%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ACM LLP
Auditor EIN: 010724563
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,450

$85,202+3.8%

$172,739-48.8%

$72,985+21.2%

Participation rate

87.0%

70.1%+16.9pp

82.6%+4.3pp

69.5%+17.5pp

Annual return

18.88%

27.32%-8.4pp

802.84%-784.0pp

81.00%-62.1pp

Employer contribution / active EE

$6,792

$3,324+104.3%

$5,143+32.1%

$2,440+178.4%

Participant deferral / active EE

$5,180

$3,260+58.9%

$5,198-0.3%

$3,607+43.6%

Admin fee / account holder

$150

$5,884-97.4%

$13,954-98.9%

$5,124-97.1%

Provider

Service type

Compensation

CLIFTONLARSONALLEN LLP2 years

Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS

Service code 13

3077 W. JEFFERSON ST., STE 105 · JOLIET, IL 60435

Contract Administrator

$12,892

ANTON COLLINS MITCHELL LLP1 year

Filed as: ACM LLP

Service code 10

303 EAST 17TH AVE, STE 600 · DENVER, CO 80203

Accounting

$6,000

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: GREAT-WEST LIFE & ANNUITY INS CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$5,728

BOULDER VALLEY GASTROENTEROLOGY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOULDER VALLEY GASTROENTEROLOGY, INC. 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