Retirement plan

PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. STEVEN BERGER, M.D.)

Name: PACIFIC ANESTHESIA, P.C. - PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. STEVEN BERGER, M.D.) (2017) Form 5500
Creator: PACIFIC ANESTHESIA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. STEVEN BERGER, M.D.), PACIFIC ANESTHESIA, P.C.

PACIFIC ANESTHESIA, P.C.EIN 91-1373733Plan #003PY 2017

11808 NORTHUP WAY, SUITE W-300 - BELLEUVE, WA 98005425-284-1547LinkedIn51-200 employeesmedical practice

Other plans on this EIN

7 filings

#057Retirement-$37.6M assets #017Retirement-$4.5M assets #023Retirement-$2.1M assets #053Retirement-$2.1M assets #005Retirement-$2.0M assets #033Retirement-$1.0M assets #031Retirement--

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$697K

+6.1% from 2016

Total participants

0.0% from 2016

Average account balance

$696,768

+6.1% from 2016

Annual return

-0.05%

-0.06 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2G2R

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$560

$560 / participant

Other / not subdivided$560100.0%

% of EOY assets

0.080%

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

$696,768

$198,457+251.1%

$170,435+308.8%

$147,586+372.1%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

-0.05%

257.30%-257.4pp

205.94%-206.0pp

578.59%-578.6pp

Employer contribution / active EE

$40,585

$6,183+556.4%

$5,432+647.1%

$4,876+732.3%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$560

$16,852-96.7%

$13,881-96.0%

$10,886-94.9%

PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. STEVEN BERGER, M.D.)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC ANESTHESIA, P.C, MONEY PURCHASE PENSION PLAN AND TRUST (F.B.O. STEVEN BERGER, M.D.)

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