Retirement plan

UUANJ RETIREMENT SAVINGS PLAN

Name: LAKEWOOD UROLOGY - UUANJ RETIREMENT SAVINGS PLAN (2019) 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 2019

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

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$465K

+47.3% from 2018

Total participants

-13.0% from 2018

Average account balance

$24,452

+78.3% from 2018

Annual return

0.02%

+2.64 pp from 2018

Benchmarks

See 104,312 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,312 peers

Snapshot2019

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 returns
Annual investment return 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

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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

$24,452

$202,345-87.9%

$172,755-85.8%

$152,885-84.0%

Participation rate

95.0%

87.1%+7.9pp

82.6%+12.4pp

82.5%+12.5pp

Annual return

0.02%

1029.77%-1029.8pp

802.94%-802.9pp

345.39%-345.4pp

Employer contribution / active EE

$3,990

$5,858-31.9%

$5,144-22.4%

$4,763-16.2%

Participant deferral / active EE

$2,625

$5,948-55.9%

$5,198-49.5%

$5,851-55.1%

Admin fee / account holder

-$886

$17,111-105.2%

$13,955-106.3%

$11,598-107.6%

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