Retirement plan

UROLOGICAL ASSOCIATES OF CENTRAL JERSEY PA PROFIT SHARING PLAN

Name: UROLOGICAL ASSOCIATES OF CENTRAL JERSEY P.A. - UROLOGICAL ASSOCIATES OF CENTRAL JERSEY PA PROFIT SHARING PLAN (2017) Form 5500
Creator: UROLOGICAL ASSOCIATES OF CENTRAL JERSEY P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UROLOGICAL ASSOCIATES OF CENTRAL JERSEY PA PROFIT SHARING PLAN, UROLOGICAL ASSOCIATES OF CENTRAL JERSEY P.A.

UROLOGICAL ASSOCIATES OF CENTRAL JERSEY P.A.EIN 22-3061531Plan #001PY 2017

2177 OAK TREE ROAD, SUITE 210 - EDISON, NJ 08820908-754-2100LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$1.4M

+7.4% from 2016

Total participants

-16.7% from 2016

Average account balance

$233,265

+114.8% from 2016

Annual return

16.05%

+9.26 pp from 2016

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

$2.47M

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1878

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 codes2E2H2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$147K

$24425 / participant

Other / not subdivided$147K100.0%

% of EOY assets

10.471%

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

$233,265

$198,457+17.5%

$170,435+36.9%

$147,586+58.1%

Participation rate

33.3%

88.0%-54.6pp

83.6%-50.3pp

82.8%-49.5pp

Annual return

16.05%

257.30%-241.3pp

205.94%-189.9pp

578.59%-562.5pp

Employer contribution / active EE

$1,661

$6,183-73.1%

$5,432-69.4%

$4,876-65.9%

Participant deferral / active EE

$4,000

$5,629-28.9%

$4,939-19.0%

$5,439-26.5%

Admin fee / account holder

$24,425

$16,852+44.9%

$13,881+76.0%

$10,886+124.4%

UROLOGICAL ASSOCIATES OF CENTRAL JERSEY PA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UROLOGICAL ASSOCIATES OF CENTRAL JERSEY PA 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