Retirement plan

MOUNTAIN WEST ANESTHESIA, L.L.C. PROFIT SHARING PLAN

Name: MOUNTAIN WEST ANESTHESIA, L.L.C. - MOUNTAIN WEST ANESTHESIA, L.L.C. PROFIT SHARING PLAN (2019) Form 5500
Creator: MOUNTAIN WEST ANESTHESIA, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOUNTAIN WEST ANESTHESIA, L.L.C. PROFIT SHARING PLAN, MOUNTAIN WEST ANESTHESIA, L.L.C.

MOUNTAIN WEST ANESTHESIA, L.L.C.EIN 87-0545614Plan #001PY 2019

3340 NORTH CENTER STREET, SUITE 800 - LEHI, UT 84043801-990-1911mountainwestanesthesia.comLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

2 filings

#002Retirement-$16.7M assets #003Retirement-$6.5M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$84M

+22.4% from 2018

Total participants

102

-2.9% from 2018

Average account balance

$823,219

+26.0% from 2018

Annual return

20.73%

+26.43 pp from 2018

Benchmarks

See 5,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,342 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$130.78M

Not enough data

1 years with asset history on file

Average account balance

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

$600K

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.

218

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.

86.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

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

+19.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$759

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 codes2E2F2G2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.1M

$30817 / participant

Other / not subdivided$3M100.0%

% of EOY assets

3.707%

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

$823,219

$52,961+1454.4%

$172,752+376.5%

$65,185+1162.9%

Participation rate

100.0%

66.2%+33.8pp

82.6%+17.4pp

70.2%+29.8pp

Annual return

20.73%

30.12%-9.4pp

802.97%-782.2pp

29.38%-8.7pp

Employer contribution / active EE

$39,379

$2,190+1698.0%

$5,144+665.5%

$2,177+1709.1%

Participant deferral / active EE

$2,471-100.0%

$5,198-100.0%

$3,514-100.0%

Admin fee / account holder

$30,515

$472+6365.6%

$13,955+118.7%

$847+3501.8%

MOUNTAIN WEST ANESTHESIA, L.L.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOUNTAIN WEST ANESTHESIA, L.L.C. 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