Retirement plan

GREATER MILWAUKEE CRITICAL CARE AND PULMONARY

Name: GREATER MILWAUKEE CRITICAL CARE AND PULMONARY ASSOCIATES, SC - GREATER MILWAUKEE CRITICAL CARE AND PULMONARY (2016) Form 5500
Creator: GREATER MILWAUKEE CRITICAL CARE AND PULMONARY ASSOCIATES, SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREATER MILWAUKEE CRITICAL CARE AND PULMONARY, GREATER MILWAUKEE CRITICAL CARE AND PULMONARY ASSOCIATES, SC

GREATER MILWAUKEE CRITICAL CARE AND PULMONARY ASSOCIATES, SCEIN 26-2228228Plan #001PY 2016

P.O. BOX 07520 - MILWAUKEE, WI 532070520262-240-0841pulmonarycc.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-1.8% from 2015

Total participants

-14.3% from 2015

Average account balance

$233,288

+14.6% from 2015

Annual return

7.97%

+9.81 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

$3.96M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+8.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$382504

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 codes2E2J

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.

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

$278K

$46397 / participant

Other / not subdivided$278K100.0%

% of EOY assets

19.888%

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

$233,288

$181,896+28.3%

$156,551+49.0%

$273,972-14.8%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

7.97%

30.74%-22.8pp

32.23%-24.3pp

41.46%-33.5pp

Employer contribution / active EE

$15,089

$6,248+141.5%

$5,501+174.3%

$4,869+209.9%

Participant deferral / active EE

$8,154

$5,550+46.9%

$4,871+67.4%

$5,287+54.2%

Admin fee / account holder

$46,397

$15,560+198.2%

$13,028+256.1%

$10,133+357.9%

GREATER MILWAUKEE CRITICAL CARE AND PULMONARY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREATER MILWAUKEE CRITICAL CARE AND PULMONARY

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