Retirement plan

UUANJ RETIREMENT SAVINGS PLAN

Name: LAKEWOOD UROLOGY - UUANJ RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: LAKEWOOD UROLOGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UUANJ RETIREMENT SAVINGS PLAN, LAKEWOOD UROLOGY

LAKEWOOD UROLOGYEIN 13-4253478Plan #002PY 2017

1374 WHITEHORSE HAMILTON SQUARE RD, STE 101 - HAMILTON, NJ 086903701609-581-5900LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$656K assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$230K

+74.7% from 2016

Total participants

+16.7% from 2016

Average account balance

$10,944

+49.7% from 2016

Annual return

16.99%

+14.10 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

254.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

-1.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$83

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 codes2D2E2G2J3D

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.
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$378

$22 / participant

Other / not subdivided$378100.0%

% of EOY assets

0.164%

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

$10,944

$198,461-94.5%

$170,436-93.6%

$147,585-92.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.99%

257.30%-240.3pp

205.94%-188.9pp

578.57%-561.6pp

Employer contribution / active EE

$3,583

$6,184-42.1%

$5,433-34.0%

$4,876-26.5%

Participant deferral / active EE

$882

$5,629-84.3%

$4,939-82.1%

$5,439-83.8%

Admin fee / account holder

$18

$16,852-99.9%

$13,880-99.9%

$10,885-99.8%

UUANJ RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UUANJ RETIREMENT SAVINGS 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