Retirement plan

PRIMARY CARE PARTNERS, P. C. 401(K) PROFIT SHARING PLAN

Name: PRIMARY CARE PARTNERS, P.C. - PRIMARY CARE PARTNERS, P. C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: PRIMARY CARE PARTNERS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIMARY CARE PARTNERS, P. C. 401(K) PROFIT SHARING PLAN, PRIMARY CARE PARTNERS, P.C.

PRIMARY CARE PARTNERS, P.C.EIN 84-1456669Plan #001PY 2017

3150 N. 12TH STREET - GRAND JUNCTION, CO 81506970-254-2605pcpgj.comLinkedIn201-500 employeeshospital & health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$29.4M

+19.0% from 2016

Total participants

371

+22.4% from 2016

Average account balance

$90,181

+8.8% from 2016

Annual return

14.10%

+4.96 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$46.33M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

366

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

$2.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$381

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

Top 4 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO., INC AND AFFIL Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.1 year Service code 59 · EIN 94-1737782	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009	Directed Trustee	$0
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D2S

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$97K

$342 / participant

Investment mgmt$88K91.4%
Other / not subdivided$8K8.6%

% of EOY assets

0.329%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DALBY, WENDLAND & CO. P.C.
Auditor EIN: 840795096
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,181

$46,173+95.3%

$170,435-47.1%

$69,631+29.5%

Participation rate

84.1%

63.9%+20.2pp

83.6%+0.5pp

70.7%+13.4pp

Annual return

14.10%

21.62%-7.5pp

205.94%-191.8pp

27571.02%-27556.9pp

Employer contribution / active EE

$3,525

$1,610+119.0%

$5,432-35.1%

$2,032+73.5%

Participant deferral / active EE

$3,789

$2,080+82.1%

$4,939-23.3%

$3,224+17.5%

Admin fee / account holder

$297

$116+156.1%

$13,881-97.9%

$110+168.9%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO., INC AND AFFIL

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.1 year

Service code 59 · EIN 94-1737782

Shareholder Servicing

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB BANK

Service code 25 · EIN 42-1558009

Directed Trustee

WELLS FARGO BANK, N.A.3+ years

Service code 15 · EIN 94-1347393

Recordkeeping

PRIMARY CARE PARTNERS, P. C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIMARY CARE PARTNERS, P. C. 401(K) 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