Retirement plan

CRITICAL CARE & PULMONARY CONSULTANTS, PC, MONEY PURCHASE PENSION PLAN

Name: CRITICAL CARE & PULMONARY CONSULTANTS, P.C. - CRITICAL CARE & PULMONARY CONSULTANTS, PC, MONEY PURCHASE PENSION PLAN (2019) Form 5500
Creator: CRITICAL CARE & PULMONARY CONSULTANTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRITICAL CARE & PULMONARY CONSULTANTS, PC, MONEY PURCHASE PENSION PLAN, CRITICAL CARE & PULMONARY CONSULTANTS, P.C.

CRITICAL CARE & PULMONARY CONSULTANTS, P.C.EIN 84-1325066Plan #002PY 2019

5200 DTC PARKWAY, #400 - GREENWOOD VILLAGE, CO 80111ccpcmd.comLinkedIn51-200 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$10.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$16.5M

+11.9% from 2018

Total participants

+4.8% from 2018

Average account balance

$187,365

+6.8% from 2018

Annual return

17.10%

+22.25 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.15M

Not enough data

1 years with asset history on file

Average account balance

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

$254K

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.

111

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.

89.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+12.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2602

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 codes2C2E2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
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.

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

$2.4M

$27840 / participant

Other / not subdivided$2M100.0%

% of EOY assets

14.859%

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

$187,365

$85,171+120.0%

$172,752+8.5%

$72,975+156.8%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

17.10%

27.32%-10.2pp

802.97%-785.9pp

81.01%-63.9pp

Employer contribution / active EE

$19,050

$3,324+473.1%

$5,144+270.3%

$2,440+680.7%

Participant deferral / active EE

$3,260-100.0%

$5,198-100.0%

$3,608-100.0%

Admin fee / account holder

$27,840

$5,880+373.5%

$13,955+99.5%

$5,124+443.3%

CRITICAL CARE & PULMONARY CONSULTANTS, PC, MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRITICAL CARE & PULMONARY CONSULTANTS, PC, MONEY PURCHASE PENSION 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