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 (2019) 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 2019

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

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+0.4% from 2018

Total participants

-21.6% from 2018

Average account balance

$67,504

+28.1% from 2018

Annual return

19.41%

+23.45 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

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

$502K

$23914 / participant

Other / not subdivided$502K100.0%

% of EOY assets

25.654%

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

$67,504

$202,342-66.6%

$172,752-60.9%

$152,897-55.9%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

19.41%

1029.83%-1010.4pp

802.97%-783.6pp

345.43%-326.0pp

Employer contribution / active EE

$3,701

$5,858-36.8%

$5,144-28.1%

$4,764-22.3%

Participant deferral / active EE

$2,481

$5,948-58.3%

$5,198-52.3%

$5,851-57.6%

Admin fee / account holder

$17,317

$17,111+1.2%

$13,955+24.1%

$11,599+49.3%

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