Retirement plan

DOYLESTOWN EMERGENCY ASSOC., P.C. P/S PLAN

Name: DOYLESTOWN EMERGENCY ASSOC., P.C. - DOYLESTOWN EMERGENCY ASSOC., P.C. P/S PLAN (2016) Form 5500
Creator: DOYLESTOWN EMERGENCY ASSOC., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOYLESTOWN EMERGENCY ASSOC., P.C. P/S PLAN, DOYLESTOWN EMERGENCY ASSOC., P.C.

DOYLESTOWN EMERGENCY ASSOC., P.C.EIN 23-2669993Plan #002PY 2016

595 WEST STATE STREET - DOYLESTOWN, PA 18901215-345-2673doylestownemergency.comLinkedIn11-50 employees

Prospect flagsLow returnsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$10.6M

No prior year

Total participants

No prior year

Average account balance

$352,002

No prior year

Annual return

4.03%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.67M

Not enough data

1 years with asset history on file

Average account balance

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

$867K

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.

104.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+17.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23745

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 codes2E2F2G2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

4 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.7M

$56890 / participant

Other / not subdivided$2M100.0%

% of EOY assets

16.162%

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

$352,002

$77,638+353.4%

$156,551+124.8%

$62,881+459.8%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

4.03%

50.33%-46.3pp

32.23%-28.2pp

20.14%-16.1pp

Employer contribution / active EE

$32,731

$3,444+850.4%

$5,501+495.0%

$2,281+1335.0%

Participant deferral / active EE

$3,046-100.0%

$4,871-100.0%

$3,203-100.0%

Admin fee / account holder

$56,890

$5,561+922.9%

$13,028+336.7%

$4,296+1224.3%

DOYLESTOWN EMERGENCY ASSOC., P.C. P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOYLESTOWN EMERGENCY ASSOC., P.C. P/S 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