Retirement plan

PITMAN ANIMAL HOSPITAL 401(K) PLAN

Name: PITMAN ANIMAL HOSPITAL - PITMAN ANIMAL HOSPITAL 401(K) PLAN (2016) Form 5500
Creator: PITMAN ANIMAL HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PITMAN ANIMAL HOSPITAL 401(K) PLAN, PITMAN ANIMAL HOSPITAL

PITMAN ANIMAL HOSPITALEIN 22-2788838Plan #001PY 2016

654 N. DELSEA DRIVE - PITMAN, NJ 08071856-582-7500pitmananimalhospital.comLinkedIn11-50 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

No prior year

Average account balance

$96,707

No prior year

Annual return

7.02%

No prior year

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

64.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

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

+17.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2753

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$282K

$8045 / participant

Other / not subdivided$282K100.0%

% of EOY assets

8.319%

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

$96,707

$76,551+26.3%

$123,894-21.9%

$62,881+53.8%

Participation rate

77.1%

73.0%+4.2pp

81.4%-4.3pp

69.3%+7.8pp

Annual return

7.02%

18.68%-11.7pp

47.52%-40.5pp

20.14%-13.1pp

Employer contribution / active EE

$1,379

$2,882-52.2%

$4,617-70.1%

$2,281-39.5%

Participant deferral / active EE

$2,961

$4,840-38.8%

$5,984-50.5%

$3,203-7.6%

Admin fee / account holder

$8,045

$4,826+66.7%

$8,357-3.7%

$4,296+87.3%

PITMAN ANIMAL HOSPITAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PITMAN ANIMAL HOSPITAL 401(K) 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