Retirement plan

BERKS SCHUYLKILL RESPIRATORY SPECIALISTS, LTD. EMPLOYEES' RETIREMENT PLAN

Name: BERKS SCHUYLKILL RESPIRATORY SPECIALISTS, LTD. - BERKS SCHUYLKILL RESPIRATORY SPECIALISTS, LTD. EMPLOYEES' RETIREMENT PLAN (2018) Form 5500
Creator: BERKS SCHUYLKILL RESPIRATORY SPECIALISTS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERKS SCHUYLKILL RESPIRATORY SPECIALISTS, LTD. EMPLOYEES' RETIREMENT PLAN, BERKS SCHUYLKILL RESPIRATORY SPECIALISTS, LTD.

BERKS SCHUYLKILL RESPIRATORY SPECIALISTS, LTD.EIN 23-2197079Plan #002PY 2018

2608 KEISER BLVD - WYOMISSING, PA 19610610-685-5864

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$15.8M

+9.2% from 2017

Total participants

+7.2% from 2017

Average account balance

$214,188

+1.8% from 2017

Annual return

8.08%

-3.75 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

$11.16M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

138.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$292K

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

-1.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$788

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

$950K

$14622 / participant

Other / not subdivided$950K100.0%

% of EOY assets

5.996%

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

$214,188

$75,962+182.0%

$154,108+39.0%

$64,173+233.8%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

8.08%

30.32%-22.2pp

735.21%-727.1pp

7.63%+0.4pp

Employer contribution / active EE

$11,147

$3,350+232.8%

$5,298+110.4%

$2,381+368.2%

Participant deferral / active EE

$5,934

$3,175+86.9%

$5,081+16.8%

$3,470+71.0%

Admin fee / account holder

$12,843

$5,589+129.8%

$13,411-4.2%

$4,887+162.8%

BERKS SCHUYLKILL RESPIRATORY SPECIALISTS, LTD. EMPLOYEES' RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERKS SCHUYLKILL RESPIRATORY SPECIALISTS, LTD. EMPLOYEES' RETIREMENT 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