Retirement plan

MAYER A GREEN ALLERGY ASSOCIATES PC EMPLOYEES PROFIT SHARING PLAN

Name: MAYER A GREEN ALLERGY ASSOCIATES - MAYER A GREEN ALLERGY ASSOCIATES PC EMPLOYEES PROFIT SHARING PLAN (2018) Form 5500
Creator: MAYER A GREEN ALLERGY ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAYER A GREEN ALLERGY ASSOCIATES PC EMPLOYEES PROFIT SHARING PLAN, MAYER A GREEN ALLERGY ASSOCIATES

MAYER A GREEN ALLERGY ASSOCIATESEIN 25-1216034Plan #001PY 2018

380 GATEWAY TOWERS - PITTSBURGH, PA 152221416412-471-3818

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.3M

+5.7% from 2017

Total participants

+5.3% from 2017

Average account balance

$347,598

+5.7% from 2017

Annual return

8.48%

-3.72 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.18M

Not enough data

1 years with asset history on file

Average account balance

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

$510K

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.

163.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+9.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19562

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$271K

$20836 / participant

Other / not subdivided$271K100.0%

% of EOY assets

4.329%

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

$347,598

$180,466+92.6%

$154,114+125.5%

$135,382+156.8%

Participation rate

84.6%

87.4%-2.8pp

83.0%+1.6pp

82.6%+2.0pp

Annual return

8.48%

888.15%-879.7pp

735.16%-726.7pp

519.77%-511.3pp

Employer contribution / active EE

$4,962

$6,035-17.8%

$5,298-6.3%

$4,779+3.8%

Participant deferral / active EE

$2,460

$5,806-57.6%

$5,081-51.6%

$5,609-56.1%

Admin fee / account holder

$15,048

$16,144-6.8%

$13,411+12.2%

$10,829+39.0%

MAYER A GREEN ALLERGY ASSOCIATES PC EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAYER A GREEN ALLERGY ASSOCIATES PC EMPLOYEES 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