Retirement plan

THE PHILADELPHIA HAND CENTER, P. C. 401(K) PROFIT SHARING PLAN

Name: THE PHILADELPHIA HAND CENTER, P.C. - THE PHILADELPHIA HAND CENTER, P. C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: THE PHILADELPHIA HAND CENTER, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PHILADELPHIA HAND CENTER, P. C. 401(K) PROFIT SHARING PLAN, THE PHILADELPHIA HAND CENTER, P.C.

THE PHILADELPHIA HAND CENTER, P.C.EIN 23-1896300Plan #002PY 2017

950 PULASKI DR - KING OF PRUSSIA, PA 19406610-768-5960

Prospect flagsFailed to transmit contributions

Top hat statement on fileNQDC

Filed April 21, 2005

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$30.6M

+22.9% from 2016

Total participants

143

+8.3% from 2016

Average account balance

$213,936

+8.3% from 2016

Annual return

17.30%

+9.46 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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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

+12.40%

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
RAYMOND JAMES FINANCIAL SERVICES1 year Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883	Advisory (Plan)	$18,192
STERLING INVESTMENT ADVISORS LTD1 year Filed as: STERLING INVESTMENT ADVISORS Service code 27 · EIN 23-3034280	Advisory (Plan)	$12,935
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$8,626
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$40K

$337 / participant

Investment mgmt$31K78.3%
Contract admin$9K21.7%

% of EOY assets

0.130%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BAKER TILLY VIRCHOW KRAUSE LLP
Auditor EIN: 380859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$213,936

$55,453+285.8%

$170,442+25.5%

$62,292+243.4%

Participation rate

100.0%

66.4%+33.6pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

17.30%

21.38%-4.1pp

205.93%-188.6pp

28.90%-11.6pp

Employer contribution / active EE

$7,164

$2,164+231.1%

$5,433+31.9%

$2,042+250.8%

Participant deferral / active EE

$7,494

$2,303+225.4%

$4,939+51.7%

$3,169+136.5%

Admin fee / account holder

$278

$455-38.9%

$13,880-98.0%

$479-42.0%

Provider

Service type

Compensation

RAYMOND JAMES FINANCIAL SERVICES1 year

Filed as: RAYMOND JAMES FIN SVCS ADVISORS

Service code 27 · EIN 59-2937883

Advisory (Plan)

$18,192

STERLING INVESTMENT ADVISORS LTD1 year

Filed as: STERLING INVESTMENT ADVISORS

Service code 27 · EIN 23-3034280

Advisory (Plan)

$12,935

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$8,626

WILSHIRE ASSOCIATES INCORPORATED2+ years

Service code 27 · EIN 95-2755361

Advisory (Plan)

THE PHILADELPHIA HAND CENTER, P. C. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE PHILADELPHIA HAND CENTER, P. C. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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