Retirement plan

DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC. - DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN, DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC.

DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC.EIN 94-2227764Plan #002PY 2019

3301 C STREET,SUITE 200E - SACRAMENTO, CA 95816916-447-6832dpmginc.comLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$39.6M

+16.5% from 2018

Total participants

192

+7.9% from 2018

Average account balance

$209,702

+8.5% from 2018

Annual return

16.43%

+19.92 pp from 2018

Benchmarks

See 5,343 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,343 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$57.14M

Not enough data

1 years with asset history on file

Average account balance

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

$247K

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.

231

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

$2.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+18.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 4 by compensation

Provider	Service type	Compensation
GENOVESE BURFORD & BROTHERS5+ years Filed as: GENOVESE BURFORD & BROTHERS WE Service code 26 · EIN 45-1546130	Advisory (Participants)	$22,061
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782	Direct payment from the plan; Shareho...	$994
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$23K

$173 / participant

Investment mgmt$22K97.4%
Other / not subdivided$6002.6%

% of EOY assets

0.057%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CAMPBELL TAYLOR WASHBURN
Auditor EIN: 680251243
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$209,702

$52,953+296.0%

$172,739+21.4%

$65,185+221.7%

Participation rate

97.7%

66.2%+31.5pp

82.6%+15.1pp

70.2%+27.5pp

Annual return

16.43%

30.12%-13.7pp

802.84%-786.4pp

29.38%-13.0pp

Employer contribution / active EE

$9,736

$2,190+344.6%

$5,143+89.3%

$2,177+347.3%

Participant deferral / active EE

$6,715

$2,471+171.8%

$5,198+29.2%

$3,514+91.1%

Admin fee / account holder

$120

$472-74.6%

$13,954-99.1%

$847-85.8%

Provider

Service type

Compensation

GENOVESE BURFORD & BROTHERS5+ years

Filed as: GENOVESE BURFORD & BROTHERS WE

Service code 26 · EIN 45-1546130

Advisory (Participants)

$22,061

CHARLES SCHWAB & CO., INC.5+ years

Service code 33 · EIN 94-1737782

Direct payment from the plan; Shareho...

$994

CHARLES SCHWAB & CO., INC.5+ years

Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.5+ years

Filed as: CHARLES SCHWAB BANK

Service code 59 · EIN 42-1558009

Shareholder Servicing

DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC. 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