Retirement plan

THE SALEM RADIOLOGY CONSULTANTS, P.C RETIREMENT PLAN

Name: SALEM RADIOLOGY CONSULTANTS, P.C - THE SALEM RADIOLOGY CONSULTANTS, P.C RETIREMENT PLAN (2024) Form 5500
Creator: SALEM RADIOLOGY CONSULTANTS, P.C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SALEM RADIOLOGY CONSULTANTS, P.C RETIREMENT PLAN, SALEM RADIOLOGY CONSULTANTS, P.C

SALEM RADIOLOGY CONSULTANTS, P.CEIN 93-0619379Plan #001PY 2024

P. O. BOX 12989 - SALEM, OR 97309503-399-1262LinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesHigh assets / participantFailed to transmit contributions

Top hat statement on fileNQDC

Filed November 3, 2010 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$54M

+15.9% from 2023

Total participants

138

+5.3% from 2023

Average account balance

$415,339

+6.1% from 2023

Annual return

12.32%

-2.85 pp from 2023

Benchmarks

See 21,775 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,775 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$53.99M

Not enough data

1 years with asset history on file

Average account balance

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

$415K

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.

130

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.

91.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+12.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$883

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641	Recordkeeping	$60,777
ALDRICH WEALTH LIMITED PARTNERSHIP3 years Filed as: ALDRICH WEALTH, LIMITED PARTNERSHIP Service code 17 · EIN 93-1244319	Pension Consulting	$41,000
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 27 · EIN 91-0189318	Advisory (Plan)	$13,010
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259	Securities Custodian	$1
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 · EIN 94-1737782	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2T

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$115K

$1171 / participant

Recordkeeping$61K52.9%
Investment mgmt$41K35.7%
Other / not subdivided$13K11.3%

% of EOY assets

0.213%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: $13,010
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$415,339

$81,248+411.2%

$155,509+167.1%

$80,856+413.7%

Participation rate

91.8%

66.2%+25.6pp

78.2%+13.7pp

67.6%+24.2pp

Annual return

12.32%

33.31%-21.0pp

64.67%-52.3pp

35.59%-23.3pp

Employer contribution / active EE

$15,513

$3,100+400.4%

$4,672+232.0%

$2,755+463.1%

Participant deferral / active EE

$10,338

$3,452+199.5%

$5,626+83.7%

$4,296+140.7%

Admin fee / account holder

$883

$7,997-89.0%

$15,912-94.5%

$6,918-87.2%

Provider

Service type

Compensation

MILLIMAN, INC.4 years

Service code 15 · EIN 91-0675641

Recordkeeping

$60,777

ALDRICH WEALTH LIMITED PARTNERSHIP3 years

Filed as: ALDRICH WEALTH, LIMITED PARTNERSHIP

Service code 17 · EIN 93-1244319

Pension Consulting

$41,000

MOSS ADAMS LLP2 years

Filed as: MOSS ADAMS

Service code 27 · EIN 91-0189318

Advisory (Plan)

$13,010

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 82-3967259

Securities Custodian

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB & CO, INC.

Service code 19 · EIN 94-1737782

Securities Custodian

THE SALEM RADIOLOGY CONSULTANTS, P.C RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SALEM RADIOLOGY CONSULTANTS, P.C RETIREMENT PLAN

Top hat statement on fileNQDC

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