Retirement plan

TRI-COUNTY ORAL FACIAL SURGEONS, P.C. SALARY REDUCTION PROFIT SHARING PLAN

Name: TRI-COUNTY ORAL FACIAL SURGEONS - TRI-COUNTY ORAL FACIAL SURGEONS, P.C. SALARY REDUCTION PROFIT SHARING PLAN (2017) Form 5500
Creator: TRI-COUNTY ORAL FACIAL SURGEONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI-COUNTY ORAL FACIAL SURGEONS, P.C. SALARY REDUCTION PROFIT SHARING PLAN, TRI-COUNTY ORAL FACIAL SURGEONS

TRI-COUNTY ORAL FACIAL SURGEONSEIN 25-1217909Plan #002PY 2017

200 W. BEAVER AVE., SUITE 100 - STATE COLLEGE, PA 168014819814-238-0587

Other plans on this EIN

1 filing

#003Retirement-$799K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.3M

+19.9% from 2016

Total participants

+2.9% from 2016

Average account balance

$62,922

+16.6% from 2016

Annual return

10.73%

+4.38 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.54M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

156.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$332K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$912

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$51 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.070%

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

$62,922

$84,236-25.3%

$170,435-63.1%

$70,126-10.3%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

10.73%

23.06%-12.3pp

205.94%-195.2pp

73.15%-62.4pp

Employer contribution / active EE

$2,935

$3,387-13.3%

$5,432-46.0%

$2,343+25.3%

Participant deferral / active EE

$2,683

$3,086-13.1%

$4,939-45.7%

$3,332-19.5%

Admin fee / account holder

$44

$5,698-99.2%

$13,881-99.7%

$4,645-99.0%

TRI-COUNTY ORAL FACIAL SURGEONS, P.C. SALARY REDUCTION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRI-COUNTY ORAL FACIAL SURGEONS, P.C. SALARY REDUCTION 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