Retirement plan

SANDFORD C. FRISCH, MD SAFE-HARBOR 401-K PROFIT SHARING PLAN

Name: SANDFORD C. FRISCH, MD - SANDFORD C. FRISCH, MD SAFE-HARBOR 401-K PROFIT SHARING PLAN (2016) Form 5500
Creator: SANDFORD C. FRISCH, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SANDFORD C. FRISCH, MD SAFE-HARBOR 401-K PROFIT SHARING PLAN, SANDFORD C. FRISCH, MD

SANDFORD C. FRISCH, MDEIN 23-2668372Plan #002PY 2016

2207 OREGON PIKE, SUITE 102 - LANCASTER, PA 176014606717-569-0600

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+11.5% from 2015

Total participants

0.0% from 2015

Average account balance

$277,212

+25.5% from 2015

Annual return

7.33%

+9.55 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

$5.90M

Not enough data

1 years with asset history on file

Average account balance

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

$536K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

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

+18.84%

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

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 codes2E2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$32K

$3983 / participant

Other / not subdivided$32K100.0%

% of EOY assets

1.437%

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

$277,212

$181,896+52.4%

$156,551+77.1%

$273,972+1.2%

Participation rate

87.5%

88.4%-0.9pp

84.0%+3.5pp

83.0%+4.5pp

Annual return

7.33%

30.74%-23.4pp

32.23%-24.9pp

41.46%-34.1pp

Employer contribution / active EE

$6,468

$6,248+3.5%

$5,501+17.6%

$4,869+32.8%

Participant deferral / active EE

$6,544

$5,550+17.9%

$4,871+34.3%

$5,287+23.8%

Admin fee / account holder

$3,983

$15,560-74.4%

$13,028-69.4%

$10,133-60.7%

SANDFORD C. FRISCH, MD SAFE-HARBOR 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SANDFORD C. FRISCH, MD SAFE-HARBOR 401-K 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