Retirement plan

GREATER ELGIN PAIN MANAGEMENT CONSULTANTS S.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: GREATER ELGIN PAIN MANAGEMENT S.C. - GREATER ELGIN PAIN MANAGEMENT CONSULTANTS S.C. 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: GREATER ELGIN PAIN MANAGEMENT S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREATER ELGIN PAIN MANAGEMENT CONSULTANTS S.C. 401(K) PROFIT SHARING PLAN AND TRUST, GREATER ELGIN PAIN MANAGEMENT S.C.

GREATER ELGIN PAIN MANAGEMENT S.C.EIN 20-5541337Plan #001PY 2018

7 RED RIDGE CIRCLE - SOUTH BARRINGTON, IL 60010847-498-8860LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+4.4% from 2017

Total participants

0.0% from 2017

Average account balance

$1,224,411

+4.4% from 2017

Annual return

-0.53%

-14.66 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.95M

Not enough data

1 years with asset history on file

Average account balance

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

$2.5M

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

$153K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$77K

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

+34.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3171

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 codes2E2G

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.

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

$8K

$3801 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.310%

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

$1,224,411

$180,462+578.5%

$154,111+694.5%

$135,379+804.4%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-0.53%

888.17%-888.7pp

735.18%-735.7pp

519.79%-520.3pp

Employer contribution / active EE

$55,000

$6,036+811.3%

$5,298+938.2%

$4,779+1050.9%

Participant deferral / active EE

$3,000

$5,806-48.3%

$5,081-41.0%

$5,609-46.5%

Admin fee / account holder

$3,801

$16,145-76.5%

$13,411-71.7%

$10,828-64.9%

GREATER ELGIN PAIN MANAGEMENT CONSULTANTS S.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREATER ELGIN PAIN MANAGEMENT CONSULTANTS S.C. 401(K) 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