Retirement plan

FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN

Name: FACEY MEDICAL GROUP, A MEDICAL CORPORATION - FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: FACEY MEDICAL GROUP, A MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN, FACEY MEDICAL GROUP, A MEDICAL CORPORATION

FACEY MEDICAL GROUP, A MEDICAL CORPORATIONEIN 95-4346241Plan #002PY 2017

15451 SAN FERNANDO MISSION BLVD.,, SUITE 300 - MISSION HILLS, CA 913451115818-365-9531LinkedIn201-500 employeesmedical practice

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$130.6M

+16.9% from 2016

Total participants

236

+6.3% from 2016

Average account balance

$563,074

+11.8% from 2016

Annual return

16.51%

+9.40 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$253.81M

Not enough data

1 years with asset history on file

Average account balance

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

$783K

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.

324

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$315

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930	Recordkeeping	$39,077

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$39K

$204 / participant

Other / not subdivided$39K100.0%

% of EOY assets

0.030%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HOLTHOUSE CARLIN & VAN TRIGT LLP
Auditor EIN: 954345526
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$563,074

$55,453+915.4%

$170,435+230.4%

$62,293+803.9%

Participation rate

97.9%

66.4%+31.5pp

83.6%+14.3pp

69.5%+28.4pp

Annual return

16.51%

21.38%-4.9pp

205.94%-189.4pp

28.90%-12.4pp

Employer contribution / active EE

$23,426

$2,164+982.7%

$5,432+331.2%

$2,042+1047.1%

Participant deferral / active EE

$14,778

$2,303+541.8%

$4,939+199.2%

$3,169+366.3%

Admin fee / account holder

$168

$455-63.0%

$13,881-98.8%

$479-64.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$39,077

FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS 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