Retirement plan

OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN

Name: OREGON ANESTHESIOLOGY GROUP, P.C. - OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: OREGON ANESTHESIOLOGY GROUP, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN, OREGON ANESTHESIOLOGY GROUP, P.C.

OREGON ANESTHESIOLOGY GROUP, P.C.EIN 93-1013923Plan #001PY 2022

707 S W WASHINGTON ST, SUITE 700 - PORTLAND, OR 97205503-299-9906oagpc.comLinkedIn201-500 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$4.7M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$350.9M

-6.4% from 2016

Total participants

408

-4.7% from 2016

Average account balance

-2.1% from 2016

Annual return

-16.37%

-7.63 pp from 2016

Benchmarks

See 3,874 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,874 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$385.78M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

355

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.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$59K

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

+13.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$511

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 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$82,109
ALDRICH WEALTH LIMITED PARTNERSHIP5 years Service code 27 PO BOX 35142 LB #1035 · SEATTLE, WA 981245142	Advisory (Plan)	$75,000
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 71 · EIN 41-1416330	Brokerage Fees	$53,901
SKYLINE FINANCIAL NORTHWEST3 years Service code 50 2121 SW BROADWAY STE 100 · PORTLAND, OR 97201	Direct Payment	$6,720
TD AMERITRADE, INC.7 years Service code 33	Securities brokerage; Shareholder ser...	$929

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$249K

$948 / participant

Investment mgmt$138K55.4%
Other / not subdivided$111K44.6%

% of EOY assets

0.071%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSSA ADAMS, LLP
Auditor EIN: 911089318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,339-100.0%

$143,801-100.0%

$64,829-100.0%

Participation rate

0.0%

64.3%-64.3pp

80.3%-80.3pp

71.5%-71.5pp

Annual return

-16.37%

-10.05%-6.3pp

-0.04%-16.3pp

32.85%-49.2pp

Employer contribution / active EE

$56,829

$1,911+2873.6%

$4,952+1047.5%

$2,507+2166.7%

Participant deferral / active EE

$5,324

$2,648+101.1%

$5,639-5.6%

$4,312+23.5%

Admin fee / account holder

$154-100.0%

$14,680-100.0%

$188-100.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 15

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$82,109

ALDRICH WEALTH LIMITED PARTNERSHIP5 years

Service code 27

PO BOX 35142 LB #1035 · SEATTLE, WA 981245142

Advisory (Plan)

$75,000

RBC WEALTH MANAGEMENT4 years

Filed as: RBC CAPITAL MARKETS LLC

Service code 71 · EIN 41-1416330

Brokerage Fees

$53,901

SKYLINE FINANCIAL NORTHWEST3 years

Service code 50

2121 SW BROADWAY STE 100 · PORTLAND, OR 97201

Direct Payment

$6,720

TD AMERITRADE, INC.7 years

Service code 33

Securities brokerage; Shareholder ser...

$929

OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OREGON ANESTHESIOLOGY GROUP, 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