Retirement plan

NORTHEASTERN PENNSYLVANIA PLASTIC SURGERY ASSOC., LTD. PROFIT SHARING

Name: NORTHEASTERN PENNSYLVANIA PLASTIC SURGERY ASSOC., LTD. - NORTHEASTERN PENNSYLVANIA PLASTIC SURGERY ASSOC., LTD. PROFIT SHARING (2016) Form 5500
Creator: NORTHEASTERN PENNSYLVANIA PLASTIC SURGERY ASSOC., LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHEASTERN PENNSYLVANIA PLASTIC SURGERY ASSOC., LTD. PROFIT SHARING, NORTHEASTERN PENNSYLVANIA PLASTIC SURGERY ASSOC., LTD.

NORTHEASTERN PENNSYLVANIA PLASTIC SURGERY ASSOC., LTD.EIN 23-2407088Plan #001PY 2016

1222 MARION ST. - DUNMORE, PA 18509570-347-1712

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+9.0% from 2015

Total participants

+6.3% from 2015

Average account balance

$82,942

+2.6% from 2015

Annual return

9.66%

+15.73 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

414.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3213

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

$52K

$8604 / participant

Other / not subdivided$52K100.0%

% of EOY assets

3.661%

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

$82,942

$181,896-54.4%

$156,551-47.0%

$273,972-69.7%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

9.66%

30.74%-21.1pp

32.23%-22.6pp

41.46%-31.8pp

Employer contribution / active EE

$1,677

$6,248-73.2%

$5,501-69.5%

$4,869-65.6%

Participant deferral / active EE

$3,207

$5,550-42.2%

$4,871-34.2%

$5,287-39.4%

Admin fee / account holder

$3,037

$15,560-80.5%

$13,028-76.7%

$10,133-70.0%

NORTHEASTERN PENNSYLVANIA PLASTIC SURGERY ASSOC., LTD. PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHEASTERN PENNSYLVANIA PLASTIC SURGERY ASSOC., LTD. PROFIT SHARING

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