Retirement plan

OAKRIDGE DENTAL 401(K) PROFIT SHARING PLAN

Name: OAKRIDGE DENTAL - OAKRIDGE DENTAL 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: OAKRIDGE DENTAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OAKRIDGE DENTAL 401(K) PROFIT SHARING PLAN, OAKRIDGE DENTAL

OAKRIDGE DENTALEIN 20-1044157Plan #001PY 2016

1433 N. 1075 W., SUITE 100 - FARMINGTON, UT 84025801-451-6222oakridgedentalsmiles.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$94K

+131.2% from 2015

Total participants

+12.5% from 2015

Average account balance

$13,376

+131.2% from 2015

Annual return

10.58%

+10.58 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$695K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

78.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$193

$24 / participant

Other / not subdivided$193100.0%

% of EOY assets

0.206%

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

$13,376

$181,896-92.6%

$156,551-91.5%

$273,972-95.1%

Participation rate

75.0%

88.4%-13.4pp

84.0%-9.0pp

83.0%-8.0pp

Annual return

10.58%

30.74%-20.2pp

32.23%-21.7pp

41.46%-30.9pp

Employer contribution / active EE

$1,059

$6,248-83.1%

$5,501-80.7%

$4,869-78.2%

Participant deferral / active EE

$5,048

$5,550-9.0%

$4,871+3.6%

$5,287-4.5%

Admin fee / account holder

$28

$15,560-99.8%

$13,028-99.8%

$10,133-99.7%

OAKRIDGE DENTAL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OAKRIDGE DENTAL 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