Retirement plan

ADIRONDACK NEPHROLOGY ASSOCIATES, PC PROFIT SHARING PLAN

Name: ADIRONDACK NEPHROLOGY ASSOCIATES, PC - ADIRONDACK NEPHROLOGY ASSOCIATES, PC PROFIT SHARING PLAN (2017) Form 5500
Creator: ADIRONDACK NEPHROLOGY ASSOCIATES, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADIRONDACK NEPHROLOGY ASSOCIATES, PC PROFIT SHARING PLAN, ADIRONDACK NEPHROLOGY ASSOCIATES, PC

ADIRONDACK NEPHROLOGY ASSOCIATES, PCEIN 22-2642222Plan #002PY 2017

20 MURRAY STREET - GLENS FALLS, NY 12801518-798-3838

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.2M

No prior year

Total participants

No prior year

Average account balance

$459,739

No prior year

Annual return

14.12%

No prior year

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+1.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$478

$159 / participant

Other / not subdivided$478100.0%

% of EOY assets

0.015%

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

$459,739

$198,457+131.7%

$170,435+169.7%

$147,586+211.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

14.12%

257.30%-243.2pp

205.94%-191.8pp

578.59%-564.5pp

Employer contribution / active EE

$14,043

$6,183+127.1%

$5,432+158.5%

$4,876+188.0%

Participant deferral / active EE

$8,000

$5,629+42.1%

$4,939+62.0%

$5,439+47.1%

Admin fee / account holder

$68

$16,852-99.6%

$13,881-99.5%

$10,886-99.4%

ADIRONDACK NEPHROLOGY ASSOCIATES, PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADIRONDACK NEPHROLOGY ASSOCIATES, PC PROFIT SHARING 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