Retirement plan

NORTHWEST ANESTHESIA PHYSICIANS P.C. PROFIT SHARING PLAN

Name: NORTHWEST ANESTHESIA PHYSICIANS PC - NORTHWEST ANESTHESIA PHYSICIANS P.C. PROFIT SHARING PLAN (2017) Form 5500
Creator: NORTHWEST ANESTHESIA PHYSICIANS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST ANESTHESIA PHYSICIANS P.C. PROFIT SHARING PLAN, NORTHWEST ANESTHESIA PHYSICIANS PC

NORTHWEST ANESTHESIA PHYSICIANS PCEIN 93-0613912Plan #002PY 2017

P.O. BOX 7247 - SPRINGFIELD, OR 974750011541-686-9551visitnap.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$51M

+21.3% from 2016

Total participants

+2.9% from 2016

Average account balance

$718,542

+19.5% from 2016

Annual return

16.11%

+11.71 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$71.74M

Not enough data

1 years with asset history on file

Average account balance

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

$732K

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.

118.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$62K

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

+13.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41490

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 codes2E2F2G2T3D

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.
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

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

$820K

$11884 / participant

Other / not subdivided$820K100.0%

% of EOY assets

1.607%

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

$718,542

$84,236+753.0%

$170,435+321.6%

$70,126+924.6%

Participation rate

98.6%

70.8%+27.7pp

83.6%+15.0pp

69.5%+29.0pp

Annual return

16.11%

23.06%-6.9pp

205.94%-189.8pp

73.15%-57.0pp

Employer contribution / active EE

$28,087

$3,387+729.2%

$5,432+417.0%

$2,343+1099.0%

Participant deferral / active EE

$15,149

$3,086+390.9%

$4,939+206.7%

$3,332+354.7%

Admin fee / account holder

$11,550

$5,698+102.7%

$13,881-16.8%

$4,645+148.6%

NORTHWEST ANESTHESIA PHYSICIANS P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST ANESTHESIA PHYSICIANS P.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