Retirement plan

PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP

Name: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. OF THE PACIFIC COAST, INC. - PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP (2016) Form 5500
Creator: PEDIATRIC & ADOLESCENT MEDICAL ASSOC. OF THE PACIFIC COAST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP, PEDIATRIC & ADOLESCENT MEDICAL ASSOC. OF THE PACIFIC COAST, INC.

PEDIATRIC & ADOLESCENT MEDICAL ASSOC. OF THE PACIFIC COAST, INC.EIN 94-2735278Plan #002PY 2016

260 SAN JOSE STREET - SALINAS, CA 93901831-757-8124gowebsitedemo.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.8M

No prior year

Total participants

No prior year

Average account balance

$244,444

No prior year

Annual return

6.49%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-101.46%

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

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 codes2E2G2J2R3D2F

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$266K

$10642 / participant

Other / not subdivided$266K100.0%

% of EOY assets

3.887%

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

$244,444

$77,638+214.9%

$156,551+56.1%

$62,881+288.7%

Participation rate

96.0%

71.2%+24.8pp

84.0%+12.0pp

69.3%+26.7pp

Annual return

6.49%

50.33%-43.8pp

32.23%-25.7pp

20.14%-13.7pp

Employer contribution / active EE

$4,974

$3,444+44.4%

$5,501-9.6%

$2,281+118.1%

Participant deferral / active EE

$5,157

$3,046+69.3%

$4,871+5.9%

$3,203+61.0%

Admin fee / account holder

$9,501

$5,561+70.8%

$13,028-27.1%

$4,296+121.2%

PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRIC & ADOLESCENT MEDICAL ASSOC. 401(K) PSP

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