Retirement plan

NORTHWEST ORAL & MAXILLOFACIAL SURGERY 401K PROFIT SHARING PLAN

Name: BRYAN R. HARVEY DDS MS PC - NORTHWEST ORAL & MAXILLOFACIAL SURGERY 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: BRYAN R. HARVEY DDS MS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST ORAL & MAXILLOFACIAL SURGERY 401K PROFIT SHARING PLAN, BRYAN R. HARVEY DDS MS PC

BRYAN R. HARVEY DDS MS PCEIN 20-2888465Plan #001PY 2018

331 WARNER-MILNE RD - OREGON CITY, OR 97045503-665-6239

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$629K

+9.9% from 2017

Total participants

0.0% from 2017

Average account balance

$209,679

+9.9% from 2017

Annual return

1.01%

-19.06 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$359K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+9.30%

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$3K

$749 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.476%

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

$209,679

$180,462+16.2%

$154,111+36.1%

$135,379+54.9%

Participation rate

75.0%

87.4%-12.4pp

83.0%-8.0pp

82.6%-7.6pp

Annual return

1.01%

888.17%-887.2pp

735.18%-734.2pp

519.79%-518.8pp

Employer contribution / active EE

$2,076

$6,036-65.6%

$5,298-60.8%

$4,779-56.6%

Participant deferral / active EE

$10,701

$5,806+84.3%

$5,081+110.6%

$5,609+90.8%

Admin fee / account holder

$999

$16,145-93.8%

$13,411-92.6%

$10,828-90.8%

NORTHWEST ORAL & MAXILLOFACIAL SURGERY 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST ORAL & MAXILLOFACIAL SURGERY 401K 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