Retirement plan

EMPLOYEE BENEFIT PLAN OF MARY M. GOOLEY HEMOPHILIA CENTER, INC.

Name: MARY M. GOOLEY HEMOPHILIA CENTER, I NC. - EMPLOYEE BENEFIT PLAN OF MARY M. GOOLEY HEMOPHILIA CENTER, INC. (2016) Form 5500
Creator: MARY M. GOOLEY HEMOPHILIA CENTER, I NC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MARY M. GOOLEY HEMOPHILIA CENTER, INC., MARY M. GOOLEY HEMOPHILIA CENTER, I NC.

MARY M. GOOLEY HEMOPHILIA CENTER, I NC.EIN 16-0836536Plan #001PY 2016

1415 PORTLAND AVE STE 500 - ROCHESTER, NY 14621585-922-5700hemocenter.orgLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$493K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$765K

No prior year

Total participants

No prior year

Average account balance

$63,736

No prior year

Annual return

10.33%

No prior year

Benchmarks

See 109,104 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,104 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$124K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16499

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$110

$14 / participant

Other / not subdivided$110100.0%

% of EOY assets

0.014%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,736

$181,894-65.0%

$156,549-59.3%

$273,961-76.7%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

10.33%

30.74%-20.4pp

32.23%-21.9pp

41.45%-31.1pp

Employer contribution / active EE

$6,248-100.0%

$5,501-100.0%

$4,869-100.0%

Participant deferral / active EE

$6,351

$5,550+14.4%

$4,871+30.4%

$5,287+20.1%

Admin fee / account holder

$15,559-99.9%

$13,027-99.9%

$10,132-99.9%

EMPLOYEE BENEFIT PLAN OF MARY M. GOOLEY HEMOPHILIA CENTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MARY M. GOOLEY HEMOPHILIA CENTER, INC.

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