Retirement plan

INFECTIOUS DISEASE ASSOCIATES, LLP 401(K) PLAN

Name: INFECTIOUS DISEASE ASSOCIATES, LLP - INFECTIOUS DISEASE ASSOCIATES, LLP 401(K) PLAN (2017) Form 5500
Creator: INFECTIOUS DISEASE ASSOCIATES, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFECTIOUS DISEASE ASSOCIATES, LLP 401(K) PLAN, INFECTIOUS DISEASE ASSOCIATES, LLP

INFECTIOUS DISEASE ASSOCIATES, LLPEIN 04-3619241Plan #001PY 2017

P. O. BOX 60 - NEW YORK MILLS, NY 13417315-736-2080infectiousdiseaseadvisor.comLinkedIn1-10 employeespublishing

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.6M

-15.1% from 2016

Total participants

-16.7% from 2016

Average account balance

$518,749

+1.9% from 2016

Annual return

11.08%

+3.36 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.75M

Not enough data

1 years with asset history on file

Average account balance

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

$2.7M

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

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$69K

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

+10.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$382351

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 codes2E2G2J2R3D

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$949K

$949022 / participant

Other / not subdivided$949K100.0%

% of EOY assets

36.589%

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

$518,749

$198,462+161.4%

$170,439+204.4%

$147,585+251.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

11.08%

257.30%-246.2pp

205.94%-194.9pp

578.58%-567.5pp

Employer contribution / active EE

$77,693

$6,184+1156.4%

$5,433+1330.1%

$4,876+1493.2%

Participant deferral / active EE

$61,500

$5,629+992.5%

$4,939+1145.1%

$5,439+1030.8%

Admin fee / account holder

$189,804

$16,852+1026.3%

$13,881+1267.4%

$10,886+1643.6%

INFECTIOUS DISEASE ASSOCIATES, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFECTIOUS DISEASE ASSOCIATES, LLP 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