Retirement plan

VOORHEES PEDIATRIC CENTER ASSOCIATES 401(K) RETIREMENT PLAN

Name: FORKIDCARE, LLC - VOORHEES PEDIATRIC CENTER ASSOCIATES 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: FORKIDCARE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOORHEES PEDIATRIC CENTER ASSOCIATES 401(K) RETIREMENT PLAN, FORKIDCARE, LLC

FORKIDCARE, LLCEIN 20-3248074Plan #001PY 2016

5310 NW 33 AVENUE, SUITE 211 NULL - FORT LAUDERDALE, FL 333096319954-714-2261LinkedIn201-500 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$15.5M

No prior year

Total participants

224

No prior year

Average account balance

$74,299

No prior year

Annual return

-0.18%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.31M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

198

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.

87.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$841K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$224

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1+ years Service code 49	Other Services	$2,048
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: GREAT-WEST & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$0
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 49 · EIN 94-3167260	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOORE STEPHENS LOVELACE
Auditor EIN: 593070669
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$74,299

$46,732+59.0%

$156,551-52.5%

$55,167+34.7%

Participation rate

91.5%

65.8%+25.7pp

84.0%+7.5pp

69.0%+22.5pp

Annual return

-0.18%

17.72%-17.9pp

32.23%-32.4pp

169.23%-169.4pp

Employer contribution / active EE

$1,639

$2,105-22.1%

$5,501-70.2%

$1,963-16.5%

Participant deferral / active EE

$3,226

$2,204+46.3%

$4,871-33.8%

$3,054+5.6%

Admin fee / account holder

$418-100.0%

$13,028-100.0%

$504-100.0%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1+ years

Service code 49

Other Services

$2,048

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: GREAT-WEST & ANNUITY COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY

Service code 49 · EIN 94-3167260

Other Services

VOORHEES PEDIATRIC CENTER ASSOCIATES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VOORHEES PEDIATRIC CENTER ASSOCIATES 401(K) RETIREMENT 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