Retirement plan

BRIGHTON HILL PEDIATRICS, RLLP 401(K) PROFIT SHARING PLAN

Name: BRIGHTON HILL PEDIATRICS, RLLP - BRIGHTON HILL PEDIATRICS, RLLP 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: BRIGHTON HILL PEDIATRICS, RLLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIGHTON HILL PEDIATRICS, RLLP 401(K) PROFIT SHARING PLAN, BRIGHTON HILL PEDIATRICS, RLLP

BRIGHTON HILL PEDIATRICS, RLLPEIN 16-0973197Plan #001PY 2019

151 INTREPID LANE - SYRACUSE, NY 13205315-469-8191LinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

-8.2% from 2018

Total participants

0.0% from 2018

Average account balance

$117,994

-6.3% from 2018

Annual return

18.14%

+22.72 pp from 2018

Benchmarks

See 2,039 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,039 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.25M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$241K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31755

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 codes2E2F2H2J3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

$1.9M

$71607 / participant

Other / not subdivided$2M100.0%

% of EOY assets

32.872%

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

$117,994

$58,523+101.6%

$99,475+18.6%

$72,975+61.7%

Participation rate

96.2%

64.6%+31.5pp

73.8%+22.3pp

69.5%+26.7pp

Annual return

18.14%

28.51%-10.4pp

30.72%-12.6pp

81.01%-62.9pp

Employer contribution / active EE

$2,393

$1,512+58.3%

$2,540-5.8%

$2,440-1.9%

Participant deferral / active EE

$6,602

$2,606+153.3%

$3,619+82.4%

$3,608+83.0%

Admin fee / account holder

$38,787

$4,102+845.6%

$6,252+520.4%

$5,124+657.0%

BRIGHTON HILL PEDIATRICS, RLLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIGHTON HILL PEDIATRICS, RLLP 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