Retirement plan

OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN

Name: OREGON UROLOGY INSTITUTE, P.C. - OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: OREGON UROLOGY INSTITUTE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN, OREGON UROLOGY INSTITUTE, P.C.

OREGON UROLOGY INSTITUTE, P.C.EIN 93-0636837Plan #001PY 2024

2400 HARTMAN LANE - SPRINGFIELD, OR 97477541-334-3350oregonurology.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$53.5M

+15.4% from 2023

Total participants

143

+9.2% from 2023

Average account balance

$374,092

+5.7% from 2023

Annual return

11.90%

-8.98 pp from 2023

Benchmarks

See 6,007 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,007 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$53.50M

Not enough data

1 years with asset history on file

Average account balance

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

$374K

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.

143

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

$2.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$756

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
JOHN HANCOCK LIFE INSURANCE COMPANY4 years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346	Recordkeeping	$65,018
PRIME PENSIONS NORTHWEST, LLC1 year Service code 15 · EIN 87-3599091 1600 VALLEY RIVER DRIVE, STE. 340 · EUGENE, OR 97401	Recordkeeping	$15,452
DELAP LLP1 year Service code 10 · EIN 93-0418710 5885 MEADOWS ROAD #200 · LAKE OSWEGO, OR 97035	Accounting	$15,050
ROEHL & YI INVESTMENT ADVISORS LLC1 year Filed as: ROEHL & YI INVESTMENT ADVISORS, LLC Service code 27 · EIN 93-1249395 P. O. BOX 11810 · EUGENE, OR 97440	Advisory (Plan)	$12,609

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$108K

$924 / participant

Investment mgmt$13K11.7%
Contract admin$65K60.1%
Other / not subdivided$31K28.2%

% of EOY assets

0.202%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DELAP LLP
Auditor EIN: 930418710
Audit fees: $15,050
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$374,092

$55,446+574.7%

$155,574+140.5%

$74,429+402.6%

Participation rate

100.0%

61.9%+38.1pp

78.2%+21.8pp

67.2%+32.8pp

Annual return

11.90%

269.20%-257.3pp

64.87%-53.0pp

1368.38%-1356.5pp

Employer contribution / active EE

$10,750

$2,266+374.4%

$4,676+129.9%

$2,625+309.6%

Participant deferral / active EE

$7,154

$2,836+152.3%

$5,629+27.1%

$4,348+64.5%

Admin fee / account holder

$756

$1,743-56.6%

$15,914-95.2%

$1,944-61.1%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY4 years

Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS

Service code 15 · EIN 01-0233346

Recordkeeping

$65,018

PRIME PENSIONS NORTHWEST, LLC1 year

Service code 15 · EIN 87-3599091

1600 VALLEY RIVER DRIVE, STE. 340 · EUGENE, OR 97401

Recordkeeping

$15,452

DELAP LLP1 year

Service code 10 · EIN 93-0418710

5885 MEADOWS ROAD #200 · LAKE OSWEGO, OR 97035

Accounting

$15,050

ROEHL & YI INVESTMENT ADVISORS LLC1 year

Filed as: ROEHL & YI INVESTMENT ADVISORS, LLC

Service code 27 · EIN 93-1249395

P. O. BOX 11810 · EUGENE, OR 97440

Advisory (Plan)

$12,609

OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OREGON UROLOGY INSTITUTE, P.C. 401(K) 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