Retirement plan

BERGEN COUNTY CHIROPRACTIC CENTER LLC INCENTIVE SAVINGS PLAN

Name: BERGEN COUNTY CHIROPRACTIC CENTER LLC - BERGEN COUNTY CHIROPRACTIC CENTER LLC INCENTIVE SAVINGS PLAN (2017) Form 5500
Creator: BERGEN COUNTY CHIROPRACTIC CENTER LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERGEN COUNTY CHIROPRACTIC CENTER LLC INCENTIVE SAVINGS PLAN, BERGEN COUNTY CHIROPRACTIC CENTER LLC

BERGEN COUNTY CHIROPRACTIC CENTER LLCEIN 22-3667884Plan #002PY 2017

175 WASHINGTON AVENUE, SUITE A - DUMONT, NJ 06728201-384-3300

Other plans on this EIN

1 filing

#003Retirement-$257K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$637K

+33.8% from 2016

Total participants

+25.0% from 2016

Average account balance

$127,494

+7.0% from 2016

Annual return

18.16%

+20.86 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

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$232K

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.

166.7%

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

$16K

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

+15.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5287

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$5K

$1306 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.820%

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

$127,494

$198,457-35.8%

$170,435-25.2%

$147,586-13.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

18.16%

257.30%-239.1pp

205.94%-187.8pp

578.59%-560.4pp

Employer contribution / active EE

$11,416

$6,183+84.6%

$5,432+110.1%

$4,876+134.1%

Participant deferral / active EE

$7,175

$5,629+27.4%

$4,939+45.2%

$5,439+31.9%

Admin fee / account holder

$1,045

$16,852-93.8%

$13,881-92.5%

$10,886-90.4%

BERGEN COUNTY CHIROPRACTIC CENTER LLC INCENTIVE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERGEN COUNTY CHIROPRACTIC CENTER LLC INCENTIVE SAVINGS 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