Retirement plan

THE PLASTIC SURGERY GROUP OF ROCHESTER, LLC 401(K) PLAN

Name: THE PLASTIC SURGERY GROUP OF ROCHESTER, LLC - THE PLASTIC SURGERY GROUP OF ROCHESTER, LLC 401(K) PLAN (2015) Form 5500
Creator: THE PLASTIC SURGERY GROUP OF ROCHESTER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PLASTIC SURGERY GROUP OF ROCHESTER, LLC 401(K) PLAN, THE PLASTIC SURGERY GROUP OF ROCHESTER, LLC

THE PLASTIC SURGERY GROUP OF ROCHESTER, LLCEIN 16-1568143Plan #001PY 2015

360 LINDEN OAKS STE 310 - ROCHESTER, NY 146252814585-249-1950rochesterhandcenter.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed August 10, 2017

Plan administrator

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360 Linden Oaks, Suite 310

Rochester State: NY Zip Code: 14625

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Plans declared (1)

Plan name not on file5 emp

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Total assets (EOY)

$7M

No prior year

Total participants

No prior year

Average account balance

$241,927

No prior year

Annual return

-0.45%

No prior year

Benchmarks

See 15,768 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,768 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.73M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$296K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$150718

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 codes2E2G2J2R3B3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$26K

$1023 / participant

Other / not subdivided$26K100.0%

% of EOY assets

0.365%

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

$241,927

$75,828+219.0%

$147,617+63.9%

$59,632+305.7%

Participation rate

100.0%

71.6%+28.4pp

84.6%+15.4pp

68.7%+31.3pp

Annual return

-0.45%

0.37%-0.8pp

61.98%-62.4pp

2041.32%-2041.8pp

Employer contribution / active EE

$9,889

$3,485+183.8%

$5,565+77.7%

$2,203+349.0%

Participant deferral / active EE

$7,088

$3,130+126.4%

$4,895+44.8%

$3,192+122.1%

Admin fee / account holder

$882

$5,985-85.3%

$11,611-92.4%

$4,297-79.5%

THE PLASTIC SURGERY GROUP OF ROCHESTER, LLC 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE PLASTIC SURGERY GROUP OF ROCHESTER, LLC 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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