Retirement plan

CENTRAL ENDODONTIC SPECIALISTS, PA 401(K) PROFIT SHARING PLAN

Name: CENTRAL ENDODONTIC SPECIALISTS, P.A. - CENTRAL ENDODONTIC SPECIALISTS, PA 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: CENTRAL ENDODONTIC SPECIALISTS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL ENDODONTIC SPECIALISTS, PA 401(K) PROFIT SHARING PLAN, CENTRAL ENDODONTIC SPECIALISTS, P.A.

CENTRAL ENDODONTIC SPECIALISTS, P.A.EIN 20-3164035Plan #002PY 2016

901 WEST 38TH STREET - AUSTIN, TX 78705512-452-7668

Other plans on this EIN

1 filing

#003Retirement-$528K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$328K

+28.3% from 2015

Total participants

+16.7% from 2015

Average account balance

$46,874

+10.0% from 2015

Annual return

7.46%

+13.27 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

$948K

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+9.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1643

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 codes2E2J2G3D

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.
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

$531 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.809%

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

$46,874

$181,896-74.2%

$156,551-70.1%

$273,972-82.9%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

7.46%

30.74%-23.3pp

32.23%-24.8pp

41.46%-34.0pp

Employer contribution / active EE

$5,565

$6,248-10.9%

$5,501+1.2%

$4,869+14.3%

Participant deferral / active EE

$5,111

$5,550-7.9%

$4,871+4.9%

$5,287-3.3%

Admin fee / account holder

$379

$15,560-97.6%

$13,028-97.1%

$10,133-96.3%

CENTRAL ENDODONTIC SPECIALISTS, PA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL ENDODONTIC SPECIALISTS, PA 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