Retirement plan

NORTH SUBURBAN ORAL AND MAXILLOFACIAL SURGERY LTD PROFIT SHARING PLAN AND TRUST

Name: NORTH SUBURBAN ORAL & MAXILLOFACIAL - NORTH SUBURBAN ORAL AND MAXILLOFACIAL SURGERY LTD PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: NORTH SUBURBAN ORAL & MAXILLOFACIAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH SUBURBAN ORAL AND MAXILLOFACIAL SURGERY LTD PROFIT SHARING PLAN AND TRUST, NORTH SUBURBAN ORAL & MAXILLOFACIAL

NORTH SUBURBAN ORAL & MAXILLOFACIALEIN 20-4734833Plan #001PY 2016

900 WESTMORELAND ROAD - LAKE FOREST, IL 60045262-657-2060

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$401,708

No prior year

Annual return

6.36%

No prior year

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

$3.04M

Not enough data

1 years with asset history on file

Average account balance

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

$3.0M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$242702

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 codes2E2G2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$53K

$17772 / participant

Other / not subdivided$53K100.0%

% of EOY assets

4.424%

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

$401,708

$181,896+120.8%

$156,551+156.6%

$273,972+46.6%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

6.36%

30.74%-24.4pp

32.23%-25.9pp

41.46%-35.1pp

Employer contribution / active EE

$4,854

$6,248-22.3%

$5,501-11.8%

$4,869-0.3%

Participant deferral / active EE

$8,650

$5,550+55.9%

$4,871+77.6%

$5,287+63.6%

Admin fee / account holder

$17,772

$15,560+14.2%

$13,028+36.4%

$10,133+75.4%

NORTH SUBURBAN ORAL AND MAXILLOFACIAL SURGERY LTD PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH SUBURBAN ORAL AND MAXILLOFACIAL SURGERY LTD PROFIT SHARING PLAN AND TRUST

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