Retirement plan

EMPLOYEE BENEFIT PLAN OF ROCKY MOUNTAIN YOUTH MEDICAL & NURSING CONSULTANTS

Name: ROCKY MOUNTAIN YOUTH MEDICAL & NURS ING CONSULTANTS, INC. - EMPLOYEE BENEFIT PLAN OF ROCKY MOUNTAIN YOUTH MEDICAL & NURSING CONSULTANTS (2015) Form 5500
Creator: ROCKY MOUNTAIN YOUTH MEDICAL & NURS ING CONSULTANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ROCKY MOUNTAIN YOUTH MEDICAL & NURSING CONSULTANTS, ROCKY MOUNTAIN YOUTH MEDICAL & NURS ING CONSULTANTS, INC.

ROCKY MOUNTAIN YOUTH MEDICAL & NURS ING CONSULTANTS, INC.EIN 84-1321485Plan #001PY 2015

9197 GRANT ST STE 200 - THORNTON, CO 80229303-869-2179everychildpediatrics.orgLinkedIn51-200 employeeshealth, wellness and fitness

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.4M

No prior year

Total participants

122

No prior year

Average account balance

$19,550

No prior year

Annual return

17.40%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$11.53M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

186

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$821K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$420

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

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 codes2L2H2F

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$147K

$1298 / participant

Other / not subdivided$147K100.0%

% of EOY assets

6.151%

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

$19,550

$46,360-57.8%

$147,618-86.8%

$52,331-62.6%

Participation rate

100.0%

64.9%+35.1pp

84.6%+15.4pp

68.1%+31.9pp

Annual return

17.40%

1.62%+15.8pp

61.98%-44.6pp

4.54%+12.9pp

Employer contribution / active EE

$1,879

$2,126-11.6%

$5,565-66.2%

$1,882-0.2%

Participant deferral / active EE

$2,970

$2,258+31.6%

$4,895-39.3%

$3,022-1.7%

Admin fee / account holder

$1,202

$766+57.0%

$11,612-89.6%

$592+103.3%

EMPLOYEE BENEFIT PLAN OF ROCKY MOUNTAIN YOUTH MEDICAL & NURSING CONSULTANTS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ROCKY MOUNTAIN YOUTH MEDICAL & NURSING CONSULTANTS

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