Retirement plan

COMPANION ANIMAL HOSPITAL OF TAMAQUA, L.L.C., 401(K) PLAN

Name: COMPANION ANIMAL HOSPITAL OF TAMAQUA, L.L.C. - COMPANION ANIMAL HOSPITAL OF TAMAQUA, L.L.C., 401(K) PLAN (2017) Form 5500
Creator: COMPANION ANIMAL HOSPITAL OF TAMAQUA, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPANION ANIMAL HOSPITAL OF TAMAQUA, L.L.C., 401(K) PLAN, COMPANION ANIMAL HOSPITAL OF TAMAQUA, L.L.C.

COMPANION ANIMAL HOSPITAL OF TAMAQUA, L.L.C.EIN 03-0563309Plan #001PY 2017

223 CENTER REAR - TAMAQUA, PA 18252570-668-6855companionanimalhospitaltamaqua.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$567K

+36.0% from 2016

Total participants

+40.0% from 2016

Average account balance

$81,060

-2.9% from 2016

Annual return

19.81%

+11.17 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$178K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.21%

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$110

$16 / participant

Other / not subdivided$110100.0%

% of EOY assets

0.019%

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

$81,060

$150,447-46.1%

$136,298-40.5%

$147,586-45.1%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

19.81%

1049.15%-1029.3pp

5156.27%-5136.5pp

578.59%-558.8pp

Employer contribution / active EE

$6,883

$5,256+31.0%

$4,696+46.6%

$4,876+41.2%

Participant deferral / active EE

$2,761

$6,631-58.4%

$6,247-55.8%

$5,439-49.2%

Admin fee / account holder

$16

$10,906-99.9%

$9,244-99.8%

$10,886-99.9%

COMPANION ANIMAL HOSPITAL OF TAMAQUA, L.L.C., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPANION ANIMAL HOSPITAL OF TAMAQUA, L.L.C., 401(K) 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