Retirement plan

ST. JUDE RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING 401(K) PLAN

Name: ST. JUDE RADIOLOGY MEDICAL GROUP, INC. - ST. JUDE RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING 401(K) PLAN (2016) Form 5500
Creator: ST. JUDE RADIOLOGY MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. JUDE RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING 401(K) PLAN, ST. JUDE RADIOLOGY MEDICAL GROUP, INC.

ST. JUDE RADIOLOGY MEDICAL GROUP, INC.EIN 95-2631536Plan #007PY 2016

101 EAST VALENCIA MESA DRIVE - FULLERTON, CA 92632714-992-3978LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

2 filings

#008Retirement-$1.1M assets #009Retirement-$554K assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$29.8M

+10.7% from 2015

Total participants

+15.4% from 2015

Average account balance

$1,983,995

-4.1% from 2015

Annual return

14.93%

+15.79 pp from 2015

Benchmarks

See 109,104 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,104 peers

Snapshot2016

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$48.49M

Not enough data

1 years with asset history on file

Average account balance

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

$2.3M

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.

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$582K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+16.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75124

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$150384 / participant

Other / not subdivided$2M100.0%

% of EOY assets

5.053%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,983,995

$181,894+990.7%

$156,549+1167.3%

$273,961+624.2%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

14.93%

30.74%-15.8pp

32.23%-17.3pp

41.45%-26.5pp

Employer contribution / active EE

$17,218

$6,248+175.6%

$5,501+213.0%

$4,869+253.6%

Participant deferral / active EE

$17,983

$5,550+224.0%

$4,871+269.2%

$5,287+240.1%

Admin fee / account holder

$100,256

$15,559+544.4%

$13,027+669.6%

$10,132+889.5%

ST. JUDE RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. JUDE RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING 401(K) 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