Retirement plan

CORVALLIS RADIOLOGY, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: CORVALLIS RADIOLOGY, PC - CORVALLIS RADIOLOGY, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: CORVALLIS RADIOLOGY, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORVALLIS RADIOLOGY, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST, CORVALLIS RADIOLOGY, PC

CORVALLIS RADIOLOGY, PCEIN 93-0611911Plan #001PY 2017

PO BOX 1418 - CORVALLIS, OR 97339541-758-5047LinkedIn11-50 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$6.2M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.8M

+18.6% from 2016

Total participants

-9.5% from 2016

Average account balance

$672,724

+31.1% from 2016

Annual return

11.76%

-1.94 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

$24.43M

Not enough data

1 years with asset history on file

Average account balance

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

$873K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$70K

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

+15.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102667

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 codes2E2G3D

Plan features

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.
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

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

$65K

$4067 / participant

Other / not subdivided$65K100.0%

% of EOY assets

0.509%

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

$672,724

$198,457+239.0%

$170,435+294.7%

$147,586+355.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

11.76%

257.30%-245.5pp

205.94%-194.2pp

578.59%-566.8pp

Employer contribution / active EE

$31,454

$6,183+408.7%

$5,432+479.0%

$4,876+545.0%

Participant deferral / active EE

$18,537

$5,629+229.3%

$4,939+275.3%

$5,439+240.8%

Admin fee / account holder

$3,425

$16,852-79.7%

$13,881-75.3%

$10,886-68.5%

CORVALLIS RADIOLOGY, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORVALLIS RADIOLOGY, PC EMPLOYEES' 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