Retirement plan

INFERTILITY & IVF ASSOCIATES SALARY DEFERRAL PL TR

Name: INFERTILITY & INVITRO FERTILIZATION MEDICAL ASSOCIATES OF WNY, PLLC - INFERTILITY & IVF ASSOCIATES SALARY DEFERRAL PL TR (2021) Form 5500
Creator: INFERTILITY & INVITRO FERTILIZATION MEDICAL ASSOCIATES OF WNY, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFERTILITY & IVF ASSOCIATES SALARY DEFERRAL PL TR, INFERTILITY & INVITRO FERTILIZATION MEDICAL ASSOCIATES OF WNY, PLLC

INFERTILITY & INVITRO FERTILIZATION MEDICAL ASSOCIATES OF WNY, PLLCEIN 16-1565070Plan #002PY 2021

4510 MAIN STREET - SNYDER, NY 14226716-839-3394LinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

+20.8% from 2020

Total participants

+27.0% from 2020

Average account balance

$122,096

-4.9% from 2020

Annual return

12.08%

-0.04 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.74M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$604K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14511

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 codes2E2G2J3B

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$134K

$3715 / participant

Other / not subdivided$134K100.0%

% of EOY assets

2.331%

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

$122,096

$95,406+28.0%

$185,849-34.3%

$85,847+42.2%

Participation rate

100.0%

68.8%+31.2pp

81.7%+18.3pp

69.3%+30.7pp

Annual return

12.08%

23.59%-11.5pp

122.10%-110.0pp

318.61%-306.5pp

Employer contribution / active EE

$9,127

$3,314+175.4%

$5,169+76.6%

$2,565+255.8%

Participant deferral / active EE

$5,074

$3,424+48.2%

$5,569-8.9%

$3,952+28.4%

Admin fee / account holder

$2,846

$7,214-60.6%

$16,244-82.5%

$6,261-54.5%

INFERTILITY & IVF ASSOCIATES SALARY DEFERRAL PL TR

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFERTILITY & IVF ASSOCIATES SALARY DEFERRAL PL TR

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