Retirement plan

CARDIA PEDIATRICS, P. C. 401(K) RETIREMENT PLAN

Name: CARDIA PEDIATRICS, P.C. - CARDIA PEDIATRICS, P. C. 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: CARDIA PEDIATRICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARDIA PEDIATRICS, P. C. 401(K) RETIREMENT PLAN, CARDIA PEDIATRICS, P.C.

CARDIA PEDIATRICS, P.C.EIN 20-3376752Plan #001PY 2018

280 MAMARONECK AVENUE, SUITE 312 - WHITE PLAINS, NY 10605914-934-8415

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$174K

-13.8% from 2017

Total participants

-25.0% from 2017

Average account balance

$57,944

+15.0% from 2017

Annual return

-5.57%

-15.52 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$615K

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+8.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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 codes2E2F2J3B

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$47K

$15729 / participant

Other / not subdivided$47K100.0%

% of EOY assets

27.144%

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

$57,944

$180,459-67.9%

$154,108-62.4%

$135,380-57.2%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-5.57%

888.21%-893.8pp

735.21%-740.8pp

519.81%-525.4pp

Employer contribution / active EE

$2,174

$6,035-64.0%

$5,298-59.0%

$4,779-54.5%

Participant deferral / active EE

$8,046

$5,806+38.6%

$5,081+58.4%

$5,609+43.5%

Admin fee / account holder

$15,729

$16,145-2.6%

$13,411+17.3%

$10,828+45.3%

CARDIA PEDIATRICS, P. C. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARDIA PEDIATRICS, P. C. 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