Retirement plan

POCONO EYE ASSOCIATES INC 401K PROFIT SHARING PLAN

Name: POCONO EYE ASSOCIATES, INC - POCONO EYE ASSOCIATES INC 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: POCONO EYE ASSOCIATES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POCONO EYE ASSOCIATES INC 401K PROFIT SHARING PLAN, POCONO EYE ASSOCIATES, INC

POCONO EYE ASSOCIATES, INCEIN 23-1900462Plan #002PY 2018

300 PLAZA COURT SUITE A - E STROUDSBURG, PA 18301570-421-8842

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.9M

+3.3% from 2017

Total participants

0.0% from 2017

Average account balance

$123,138

+4.9% from 2017

Annual return

-1.39%

-11.53 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.92M

Not enough data

1 years with asset history on file

Average account balance

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

$204K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$561K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+18.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4249

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 codes2E2J2H2R2E

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.

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

$149K

$3232 / participant

Other / not subdivided$149K100.0%

% of EOY assets

1.886%

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

$123,138

$75,962+62.1%

$154,108-20.1%

$64,173+91.9%

Participation rate

97.8%

70.4%+27.4pp

83.0%+14.8pp

69.6%+28.3pp

Annual return

-1.39%

30.32%-31.7pp

735.21%-736.6pp

7.63%-9.0pp

Employer contribution / active EE

$7,934

$3,350+136.8%

$5,298+49.8%

$2,381+233.2%

Participant deferral / active EE

$3,132

$3,175-1.4%

$5,081-38.4%

$3,470-9.7%

Admin fee / account holder

$2,323

$5,589-58.4%

$13,411-82.7%

$4,887-52.5%

POCONO EYE ASSOCIATES INC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POCONO EYE ASSOCIATES INC 401K 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