Retirement plan

PVCH CLINICAL LABORATORY MEDICAL GROUP, INC. PROFIT SHARING PLAN

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

PVCH CLINICAL LABORATORY MEDICAL GROUP, INC.EIN 95-3076646Plan #010PY 2019

P.O. BOX 2459 - MONTCLAIR, CA 91763909-357-9484

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$4.1M

-30.4% from 2018

Total participants

-33.3% from 2018

Average account balance

$2,070,340

+4.3% from 2018

Annual return

22.57%

+27.84 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.03M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$210K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$70K

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

+16.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5903

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 codes2E2G3D

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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$3.3M

$1625644 / participant

Other / not subdivided$3M100.0%

% of EOY assets

78.521%

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

$2,070,340

$202,342+923.2%

$172,753+1098.4%

$152,909+1254.0%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

22.57%

1029.88%-1007.3pp

803.00%-780.4pp

345.46%-322.9pp

Employer contribution / active EE

$28,000

$5,857+378.0%

$5,144+444.3%

$4,764+487.8%

Participant deferral / active EE

$5,948-100.0%

$5,198-100.0%

$5,851-100.0%

Admin fee / account holder

$1,625,644

$17,112+9400.2%

$13,956+11548.8%

$11,601+13913.3%

PVCH CLINICAL LABORATORY MEDICAL GROUP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PVCH CLINICAL LABORATORY MEDICAL GROUP, INC. 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