Retirement plan

ASHLEY & KUZMA THERAPEUTICS 401(K) PROFIT SHARING PLAN

Name: ASHLEY & KUZMA THERAPEUTICS, PC - ASHLEY & KUZMA THERAPEUTICS 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ASHLEY & KUZMA THERAPEUTICS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASHLEY & KUZMA THERAPEUTICS 401(K) PROFIT SHARING PLAN, ASHLEY & KUZMA THERAPEUTICS, PC

ASHLEY & KUZMA THERAPEUTICS, PCEIN 04-3679424Plan #001PY 2017

2111 WEST EIGHTH STREET - ERIE, PA 16505814-456-5151ashleykuzmaphysicaltherapy.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-24.1% from 2016

Total participants

+27.3% from 2016

Average account balance

$137,974

-24.1% from 2016

Annual return

14.95%

+8.87 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

$915K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$92906

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$902K

$82018 / participant

Other / not subdivided$902K100.0%

% of EOY assets

59.445%

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

$137,974

$198,457-30.5%

$170,435-19.0%

$147,586-6.5%

Participation rate

72.7%

88.0%-15.2pp

83.6%-10.9pp

82.8%-10.1pp

Annual return

14.95%

257.30%-242.4pp

205.94%-191.0pp

578.59%-563.6pp

Employer contribution / active EE

$5,135

$6,183-17.0%

$5,432-5.5%

$4,876+5.3%

Participant deferral / active EE

$5,290

$5,629-6.0%

$4,939+7.1%

$5,439-2.7%

Admin fee / account holder

$82,018

$16,852+386.7%

$13,881+490.9%

$10,886+653.4%

ASHLEY & KUZMA THERAPEUTICS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASHLEY & KUZMA THERAPEUTICS 401(K) 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