Retirement plan

FAIRVIEW PEDIATRICS 401(K) PLAN AND TRUST

Name: FAIRVIEW PEDIATRICS - FAIRVIEW PEDIATRICS 401(K) PLAN AND TRUST (2015) Form 5500
Creator: FAIRVIEW PEDIATRICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FAIRVIEW PEDIATRICS 401(K) PLAN AND TRUST, FAIRVIEW PEDIATRICS

FAIRVIEW PEDIATRICSEIN 04-3115224Plan #002PY 2015

1176 MEMORIAL DRIVE - CHICOPEE, MA 01020413-534-3580

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$748K

No prior year

Total participants

No prior year

Average account balance

$41,533

No prior year

Annual return

1.36%

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

$3.45M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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

$165K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+24.49%

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 codes2E2J3B

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$9K

$664 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.243%

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

$41,533

$168,635-75.4%

$147,617-71.9%

$125,389-66.9%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

1.36%

77.65%-76.3pp

61.98%-60.6pp

282.24%-280.9pp

Employer contribution / active EE

$1,805

$6,252-71.1%

$5,564-67.6%

$4,866-62.9%

Participant deferral / active EE

$2,280

$5,507-58.6%

$4,895-53.4%

$5,352-57.4%

Admin fee / account holder

$516

$13,580-96.2%

$11,612-95.6%

$9,541-94.6%

FAIRVIEW PEDIATRICS 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FAIRVIEW PEDIATRICS 401(K) 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