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 (2018) 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 2018

1160 PARK AVENUE WEST STE 2S - HIGHLAND PARK, IL 60035262-657-2060

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

-20.8% from 2017

Total participants

0.0% from 2017

Average account balance

$390,313

-20.8% from 2017

Annual return

2.81%

-21.26 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

$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

$395K

$131550 / participant

Other / not subdivided$395K100.0%

% of EOY assets

33.704%

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

$390,313

$180,459+116.3%

$154,108+153.3%

$135,380+188.3%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

2.81%

888.21%-885.4pp

735.21%-732.4pp

519.81%-517.0pp

Employer contribution / active EE

$5,590

$6,035-7.4%

$5,298+5.5%

$4,779+17.0%

Participant deferral / active EE

$9,392

$5,806+61.7%

$5,081+84.9%

$5,609+67.4%

Admin fee / account holder

$131,550

$16,145+714.8%

$13,411+880.9%

$10,828+1114.9%

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