Retirement plan

NEVADA ORTHOPEDIC AND SPINE CENTER 401K PROFIT SHARING PLAN AND TRUST

Name: NEVADA ORTHOPEDIC AND SPINE CENTER - NEVADA ORTHOPEDIC AND SPINE CENTER 401K PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: NEVADA ORTHOPEDIC AND SPINE CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEVADA ORTHOPEDIC AND SPINE CENTER 401K PROFIT SHARING PLAN AND TRUST, NEVADA ORTHOPEDIC AND SPINE CENTER

NEVADA ORTHOPEDIC AND SPINE CENTEREIN 88-0313907Plan #001PY 2015

7455 W. WASHINGTON AVENUE, SUITE 160 - LAS VEGAS, NV 89128702-878-0393nevadaorthopedic.comLinkedIn51-200 employeesmedical practice

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$12.9M

No prior year

Total participants

188

No prior year

Average account balance

$70,249

No prior year

Annual return

-0.03%

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

$26.93M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

235

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.

66.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.17M

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

+10.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60

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
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008	Recordkeeping	$1,480
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399	Recordkeeping	$1,006
MERRIL LYNCH1+ years Filed as: MERRIL LUNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480	Insurance Broker	$0
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480	Insurance Broker	$0

Plan features & details

Pension benefit codes2E2J2K2H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$6K

$34 / participant

Contract admin$1K18.4%
Other / not subdivided$5K81.6%

% of EOY assets

0.047%

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: PIERCY BOWLER TAYLER & KERN
Auditor EIN: 880265237
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,249

$46,360+51.5%

$147,618-52.4%

$52,331+34.2%

Participation rate

97.2%

64.9%+32.2pp

84.6%+12.5pp

68.1%+29.1pp

Annual return

-0.03%

1.62%-1.6pp

61.98%-62.0pp

4.54%-4.6pp

Employer contribution / active EE

$3,303

$2,126+55.4%

$5,565-40.6%

$1,882+75.5%

Participant deferral / active EE

$3,949

$2,258+74.9%

$4,895-19.3%

$3,022+30.7%

Admin fee / account holder

$33

$766-95.7%

$11,612-99.7%

$592-94.4%

Provider

Service type

Compensation

THE RETIREMENT ADVANTAGE INC1+ years

Filed as: THE RETIREMENT ADVANTAGE

Service code 15 · EIN 39-1816008

Recordkeeping

$1,480

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN

Service code 15 · EIN 36-6071399

Recordkeeping

$1,006

MERRIL LYNCH1+ years

Filed as: MERRIL LUNCH LIFE AGENCY, INC.

Service code 22 · EIN 13-2808480

Insurance Broker

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: MERRILL LYNCH LIFE AGENCY, INC.

Service code 22 · EIN 13-2808480

Insurance Broker

NEVADA ORTHOPEDIC AND SPINE CENTER 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEVADA ORTHOPEDIC AND SPINE CENTER 401K PROFIT SHARING PLAN AND TRUST

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