Retirement plan

DARLENE DUNAY, D.O., EMPLOYEES' PROFIT SHARING TRUST

Name: DARLENE DUNAY, D.O. - DARLENE DUNAY, D.O., EMPLOYEES' PROFIT SHARING TRUST (2017) Form 5500
Creator: DARLENE DUNAY, D.O.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DARLENE DUNAY, D.O., EMPLOYEES' PROFIT SHARING TRUST, DARLENE DUNAY, D.O.

DARLENE DUNAY, D.O.EIN 23-2468468Plan #002PY 2017

314 OAK STREET - OLD FORGE, PA 18518570-457-7150

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-1.6% from 2016

Total participants

0.0% from 2016

Average account balance

$228,030

-1.6% from 2016

Annual return

11.72%

+3.47 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

$2.76M

Not enough data

1 years with asset history on file

Average account balance

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

$552K

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

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7635

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 codes2E3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$322K

$80558 / participant

Other / not subdivided$322K100.0%

% of EOY assets

20.187%

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

$228,030

$198,457+14.9%

$170,435+33.8%

$147,586+54.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

11.72%

257.30%-245.6pp

205.94%-194.2pp

578.59%-566.9pp

Employer contribution / active EE

$20,515

$6,183+231.8%

$5,432+277.6%

$4,876+320.7%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$46,033

$16,852+173.2%

$13,881+231.6%

$10,886+322.9%

DARLENE DUNAY, D.O., EMPLOYEES' PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DARLENE DUNAY, D.O., EMPLOYEES' PROFIT SHARING TRUST

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