Retirement plan

CROWN COLONY PEDIATRICS, P.C. PROFIT SHARING PLAN

Name: CROWN COLONY PEDIATRICS, P.C. - CROWN COLONY PEDIATRICS, P.C. PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

-12.8% from 2016

Total participants

-20.0% from 2016

Average account balance

$234,750

+10.1% from 2016

Annual return

13.46%

+7.37 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

$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

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

$1.7M

$83876 / participant

Other / not subdivided$2M100.0%

% of EOY assets

37.610%

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

$234,750

$198,457+18.3%

$170,435+37.7%

$147,586+59.1%

Participation rate

95.0%

88.0%+7.0pp

83.6%+11.4pp

82.8%+12.2pp

Annual return

13.46%

257.30%-243.8pp

205.94%-192.5pp

578.59%-565.1pp

Employer contribution / active EE

$11,250

$6,183+81.9%

$5,432+107.1%

$4,876+130.7%

Participant deferral / active EE

$5,427

$5,629-3.6%

$4,939+9.9%

$5,439-0.2%

Admin fee / account holder

$88,290

$16,852+423.9%

$13,881+536.1%

$10,886+711.1%

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