Retirement plan

PERIODONTIC SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN

Name: PERIODONTIC SPECIALISTS, P.C. - PERIODONTIC SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: PERIODONTIC SPECIALISTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERIODONTIC SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN, PERIODONTIC SPECIALISTS, P.C.

PERIODONTIC SPECIALISTS, P.C.EIN 26-2665002Plan #002PY 2017

7750 WEST JEFFERSON BLVD. - FORT WAYNE, IN 468044136260-432-0577LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-2.1% from 2016

Total participants

-7.1% from 2016

Average account balance

$131,705

+14.3% from 2016

Annual return

11.32%

+4.04 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.70M

Not enough data

1 years with asset history on file

Average account balance

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

$247K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$160K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1348

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

$303K

$25243 / participant

Other / not subdivided$303K100.0%

% of EOY assets

19.167%

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

$131,705

$198,457-33.6%

$170,435-22.7%

$147,586-10.8%

Participation rate

91.7%

88.0%+3.7pp

83.6%+8.1pp

82.8%+8.8pp

Annual return

11.32%

257.30%-246.0pp

205.94%-194.6pp

578.59%-567.3pp

Employer contribution / active EE

$2,373

$6,183-61.6%

$5,432-56.3%

$4,876-51.3%

Participant deferral / active EE

$4,879

$5,629-13.3%

$4,939-1.2%

$5,439-10.3%

Admin fee / account holder

$25,243

$16,852+49.8%

$13,881+81.9%

$10,886+131.9%

PERIODONTIC SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERIODONTIC SPECIALISTS, P.C. 401(K) 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