Retirement plan

BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN

Name: BEDFORD COMMONS PERIODONTICS PA - BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN (2017) Form 5500
Creator: BEDFORD COMMONS PERIODONTICS PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN, BEDFORD COMMONS PERIODONTICS PA

BEDFORD COMMONS PERIODONTICS PAEIN 02-0336437Plan #002PY 2017

BEDFORD COMMONS BUILDING 3, 303 RIVERWAY PLACE - BEDFORD, NH 031106744603-623-6639bedfordcommonsperiodontics.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.2M

+19.6% from 2016

Total participants

0.0% from 2016

Average account balance

$149,506

+19.6% from 2016

Annual return

8.63%

+19.74 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.94M

Not enough data

1 years with asset history on file

Average account balance

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

$493K

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

$160K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+5.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$122

$15 / participant

Other / not subdivided$122100.0%

% of EOY assets

0.010%

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

$149,506

$198,457-24.7%

$170,435-12.3%

$147,586+1.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

8.63%

257.30%-248.7pp

205.94%-197.3pp

578.59%-570.0pp

Employer contribution / active EE

$7,524

$6,183+21.7%

$5,432+38.5%

$4,876+54.3%

Participant deferral / active EE

$6,176

$5,629+9.7%

$4,939+25.0%

$5,439+13.6%

Admin fee / account holder

$15

$16,852-99.9%

$13,881-99.9%

$10,886-99.9%

BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEDFORD COMMONS PERIODONTICS PA 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