Retirement plan

ACADEMY 401K TRUST

Name: ACADEMY DENTAL GROUP PA - ACADEMY 401K TRUST (2017) Form 5500
Creator: ACADEMY DENTAL GROUP PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACADEMY 401K TRUST, ACADEMY DENTAL GROUP PA

ACADEMY DENTAL GROUP PAEIN 20-4164088Plan #001PY 2017

4 MARVIN ST - DOVER, NJ 078013735973-328-0022academydentalcare.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$316K

+50.0% from 2016

Total participants

+9.1% from 2016

Average account balance

$39,485

+50.0% from 2016

Annual return

22.84%

+14.87 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$864K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

76.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21334

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 codes2E2J2T3D2F2G

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$39,485

$198,462-80.1%

$170,439-76.8%

$147,585-73.2%

Participation rate

33.3%

88.0%-54.6pp

83.6%-50.3pp

82.8%-49.5pp

Annual return

22.84%

257.30%-234.5pp

205.94%-183.1pp

578.58%-555.7pp

Employer contribution / active EE

$2,485

$6,184-59.8%

$5,433-54.3%

$4,876-49.0%

Participant deferral / active EE

$7,035

$5,629+25.0%

$4,939+42.4%

$5,439+29.3%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

ACADEMY 401K TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ACADEMY 401K TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion