Retirement plan

CROWN COLONY PEDIATRICS, P.C. PROFIT SHARING PLAN

Name: CROWN COLONY PEDIATRICS, P.C. - CROWN COLONY PEDIATRICS, P.C. PROFIT SHARING PLAN (2016) Form 5500
Creator: CROWN COLONY PEDIATRICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROWN COLONY PEDIATRICS, P.C. PROFIT SHARING PLAN, CROWN COLONY PEDIATRICS, P.C.

CROWN COLONY PEDIATRICS, P.C.EIN 04-3138613Plan #001PY 2016

500 CONGRESS STREET, SUITE 1F - QUINCY, MA 02169617-471-3411crowncolonypediatrics.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.1M

+12.9% from 2015

Total participants

+4.2% from 2015

Average account balance

$213,141

+3.5% from 2015

Annual return

6.09%

+5.90 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.33M

Not enough data

1 years with asset history on file

Average account balance

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

$382K

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

$369K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3217

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 codes2E2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$37K

$1771 / participant

Other / not subdivided$37K100.0%

% of EOY assets

0.727%

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

$213,141

$181,896+17.2%

$156,551+36.1%

$273,972-22.2%

Participation rate

95.2%

88.4%+6.9pp

84.0%+11.2pp

83.0%+12.2pp

Annual return

6.09%

30.74%-24.7pp

32.23%-26.1pp

41.46%-35.4pp

Employer contribution / active EE

$10,714

$6,248+71.5%

$5,501+94.8%

$4,869+120.1%

Participant deferral / active EE

$5,651

$5,550+1.8%

$4,871+16.0%

$5,287+6.9%

Admin fee / account holder

$1,550

$15,560-90.0%

$13,028-88.1%

$10,133-84.7%

CROWN COLONY PEDIATRICS, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROWN COLONY PEDIATRICS, P.C. 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