Retirement plan

NASHUA PATHOLOGY, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Name: NASHUA PATHOLOGY, P.A. - NASHUA PATHOLOGY, P.A. 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: NASHUA PATHOLOGY, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NASHUA PATHOLOGY, P.A. 401(K) PROFIT SHARING PLAN AND TRUST, NASHUA PATHOLOGY, P.A.

NASHUA PATHOLOGY, P.A.EIN 02-0329970Plan #002PY 2015

154 BROAD STREET, SUITE 1538 - NASHUA, NH 030633205603-889-4431LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$130,572

No prior year

Annual return

-0.22%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.24M

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2649

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$9.0M

$2247889 / participant

Other / not subdivided$9M100.0%

% of EOY assets

765.141%

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

$130,572

$168,635-22.6%

$147,617-11.5%

$125,389+4.1%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-0.22%

77.65%-77.9pp

61.98%-62.2pp

282.24%-282.5pp

Employer contribution / active EE

$6,871

$6,252+9.9%

$5,564+23.5%

$4,866+41.2%

Participant deferral / active EE

$9,125

$5,507+65.7%

$4,895+86.4%

$5,352+70.5%

Admin fee / account holder

$999,062

$13,580+7256.6%

$11,612+8504.0%

$9,541+10371.4%

NASHUA PATHOLOGY, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NASHUA PATHOLOGY, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

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