Retirement plan

CENTER FOR ORAL & MAXILLOFACIAL SURG, INC 401K PLA N

Name: CENTER FOR ORAL & MAXILLOFACIAL SUR G, INC DRS ERDELJAC - CENTER FOR ORAL & MAXILLOFACIAL SURG, INC 401K PLA N (2022) Form 5500
Creator: CENTER FOR ORAL & MAXILLOFACIAL SUR G, INC DRS ERDELJAC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR ORAL & MAXILLOFACIAL SURG, INC 401K PLA N, CENTER FOR ORAL & MAXILLOFACIAL SUR G, INC DRS ERDELJAC

CENTER FOR ORAL & MAXILLOFACIAL SUR G, INC DRS ERDELJACEIN 20-1016835Plan #001PY 2022

1816 CHAPEL DR SUITE H - FINDLAY, OH 45840419-423-4651carpenterdmd.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-8.2% from 2021

Total participants

0.0% from 2021

Average account balance

$225,178

-8.2% from 2021

Annual return

-15.27%

-25.75 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

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

$349K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$122K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+12.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10270

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 codes2E2G2F2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$18K

$3680 / participant

Other / not subdivided$18K100.0%

% of EOY assets

1.362%

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

$225,178

$167,353+34.6%

$143,797+56.6%

$134,545+67.4%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-15.27%

0.48%-15.8pp

-0.04%-15.2pp

418.37%-433.6pp

Employer contribution / active EE

$10,563

$5,620+87.9%

$4,952+113.3%

$4,742+122.8%

Participant deferral / active EE

$11,432

$6,447+77.3%

$5,638+102.7%

$6,401+78.6%

Admin fee / account holder

$3,067

$18,096-83.1%

$14,679-79.1%

$11,431-73.2%

CENTER FOR ORAL & MAXILLOFACIAL SURG, INC 401K PLA N

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR ORAL & MAXILLOFACIAL SURG, INC 401K PLA N

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