Retirement plan

EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC 401(K) PLAN AND TRUST

Name: EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, L.L.C. - EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC 401(K) PLAN AND TRUST (2015) Form 5500
Creator: EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC 401(K) PLAN AND TRUST, EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, L.L.C.

EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, L.L.C.EIN 04-3391543Plan #001PY 2015

100 WASON AVENUE SUITE 100 - SPRINGFIELD, MA 01107413-732-7426entsurgeons.usLinkedIn51-200 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$9.4M

No prior year

Total participants

No prior year

Average account balance

$207,926

No prior year

Annual return

-3.02%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.80M

Not enough data

1 years with asset history on file

Average account balance

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

$307K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$670K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80010

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 codes2E2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$795K

$23372 / participant

Other / not subdivided$795K100.0%

% of EOY assets

8.493%

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

$207,926

$75,832+174.2%

$147,618+40.9%

$59,633+248.7%

Participation rate

100.0%

71.6%+28.4pp

84.6%+15.4pp

68.7%+31.3pp

Annual return

-3.02%

0.37%-3.4pp

61.98%-65.0pp

2041.40%-2044.4pp

Employer contribution / active EE

$10,594

$3,485+204.0%

$5,565+90.4%

$2,203+381.0%

Participant deferral / active EE

$5,710

$3,131+82.4%

$4,895+16.6%

$3,192+78.9%

Admin fee / account holder

$17,659

$5,986+195.0%

$11,612+52.1%

$4,297+310.9%

EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC 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