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 (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

-12.4% from 2021

Total participants

-2.0% from 2021

Average account balance

$95,959

-10.6% from 2021

Annual return

-16.80%

-32.80 pp from 2021

Benchmarks

See 9,016 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,016 peers

Snapshot2022

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

$33K

$1652 / participant

Other / not subdivided$33K100.0%

% of EOY assets

0.703%

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

$95,959

$106,551-9.9%

$91,225+5.2%

$134,532-28.7%

Participation rate

95.0%

76.8%+18.2pp

73.2%+21.8pp

81.2%+13.8pp

Annual return

-16.80%

160.78%-177.6pp

114.12%-130.9pp

418.27%-435.1pp

Employer contribution / active EE

$3,051

$3,331-8.4%

$2,851+7.0%

$4,741-35.6%

Participant deferral / active EE

$10,463

$4,718+121.7%

$4,233+147.1%

$6,401+63.5%

Admin fee / account holder

$674

$6,234-89.2%

$5,422-87.6%

$11,429-94.1%

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