Retirement plan

GREENWICH ORAL & MAXILLOFACIAL 401(K) PROFIT SHARING PLAN

Name: GREENWICH ORAL & MAXILLOFACIAL SURGERY ASSOC. PC - GREENWICH ORAL & MAXILLOFACIAL 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: GREENWICH ORAL & MAXILLOFACIAL SURGERY ASSOC. PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENWICH ORAL & MAXILLOFACIAL 401(K) PROFIT SHARING PLAN, GREENWICH ORAL & MAXILLOFACIAL SURGERY ASSOC. PC

GREENWICH ORAL & MAXILLOFACIAL SURGERY ASSOC. PCEIN 06-0877452Plan #004PY 2015

23 MAPLE AVE. - GREENWICH, CT 06830203-622-4199

Other plans on this EIN

1 filing

#005Retirement-$3.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

No prior year

Total participants

No prior year

Average account balance

$75,657

No prior year

Annual return

-0.72%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.61M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$461K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+9.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2626

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 codes2D2E2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

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

$464K

$30915 / participant

Other / not subdivided$464K100.0%

% of EOY assets

34.051%

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

$75,657

$168,635-55.1%

$147,617-48.7%

$125,389-39.7%

Participation rate

86.7%

88.8%-2.1pp

84.6%+2.0pp

83.2%+3.5pp

Annual return

-0.72%

77.65%-78.4pp

61.98%-62.7pp

282.24%-283.0pp

Employer contribution / active EE

$3,428

$6,252-45.2%

$5,564-38.4%

$4,866-29.6%

Participant deferral / active EE

$7,745

$5,507+40.6%

$4,895+58.2%

$5,352+44.7%

Admin fee / account holder

$25,762

$13,580+89.7%

$11,612+121.9%

$9,541+170.0%

GREENWICH ORAL & MAXILLOFACIAL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENWICH ORAL & MAXILLOFACIAL 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