Retirement plan

ST. JUDE RADIOLOGY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN

Name: ST. JUDE RADIOLOGY MEDICAL GROUP, INC. - ST. JUDE RADIOLOGY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN (2015) 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. MONEY PURCHASE PENSION PLAN, ST. JUDE RADIOLOGY MEDICAL GROUP, INC.

ST. JUDE RADIOLOGY MEDICAL GROUP, INC.EIN 95-2631536Plan #008PY 2015

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

Other plans on this EIN

1 filing

#007Retirement-$26.9M assets

Prospect flagsLow returnsLow participant contribution

How to read this page

Total assets (EOY)

$2.7M

+131.7% from 2016

Total participants

+160.0% from 2016

Average account balance

$203,973

-10.9% from 2016

Annual return

-3.82%

-7.14 pp from 2016

Benchmarks

See 102,327 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,327 peers

Snapshot2015

Participant deferral / active EE

median $4,680

Employer contribution / active EE

$13,503

median $3,216

Participation rate

100.0%

median 100.0%

Avg account balance

$203,973

median $90,046

Admin fee / account holder

$223

median $581

Annual return

-3.82%

median -1.54%

Overall peer rank

41of 100

41st percentileavg across 6 metrics

Analytics

2015 - 2018

Total assets (EOY)

Plan-year ending balance

Average account balance

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

$258K

Participants with account balance

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

Eligible Participants and Participation

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

166.7%

Not enough data

2 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+4.25%

Admin fee / account holder

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

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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 codes2C2G2R3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$290 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.109%

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

$203,973

$168,636+21.0%

$147,618+38.2%

$125,389+62.7%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-3.82%

77.65%-81.5pp

61.98%-65.8pp

282.24%-286.1pp

Employer contribution / active EE

$13,503

$6,252+116.0%

$5,564+142.7%

$4,866+177.5%

Participant deferral / active EE

$5,507-100.0%

$4,895-100.0%

$5,352-100.0%

Admin fee / account holder

$223

$13,581-98.4%

$11,612-98.1%

$9,541-97.7%

ST. JUDE RADIOLOGY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. JUDE RADIOLOGY MEDICAL GROUP, INC. MONEY PURCHASE PENSION 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