Retirement plan

UNIVERSITY UROLOGY INC. RETIREMENT PLAN

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

UNIVERSITY UROLOGY INC.EIN 16-1514645Plan #001PY 2017

462 GRIDER STREET - BUFFALO, NY 14215716-898-5008ubneurosurgery.comLinkedIn51-200 employeeshigher education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+17.5% from 2016

Total participants

0.0% from 2016

Average account balance

$120,443

+17.5% from 2016

Annual return

13.03%

+9.30 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$308K

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.

600.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

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

+17.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3686

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 codes2G2F2J2E

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).
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.

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

$10K

$1958 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.739%

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

$120,443

$73,518+63.8%

$63,003+91.2%

$147,585-18.4%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

13.03%

175.46%-162.4pp

87.59%-74.6pp

578.57%-565.5pp

Employer contribution / active EE

$11,951

$3,322+259.7%

$2,760+333.0%

$4,876+145.1%

Participant deferral / active EE

$4,183-100.0%

$3,329-100.0%

$5,439-100.0%

Admin fee / account holder

$890

$5,952-85.0%

$3,600-75.3%

$10,885-91.8%

UNIVERSITY UROLOGY INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY UROLOGY INC. RETIREMENT 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