Retirement plan

FOREST ORTHO & PEDIATRIC DENTISTRY, LLC 401K PLAN

Name: FOREST ORTHO & PEDIATRIC DENTISTRY, LLC - FOREST ORTHO & PEDIATRIC DENTISTRY, LLC 401K PLAN (2015) Form 5500
Creator: FOREST ORTHO & PEDIATRIC DENTISTRY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOREST ORTHO & PEDIATRIC DENTISTRY, LLC 401K PLAN, FOREST ORTHO & PEDIATRIC DENTISTRY, LLC

FOREST ORTHO & PEDIATRIC DENTISTRY, LLCEIN 26-3017323Plan #001PY 2015

840 S. WAUKEGAN RD, STE 107 - LAKE FOREST, IL 60045847-615-5437LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$100K

No prior year

Total participants

No prior year

Average account balance

$33,258

No prior year

Annual return

-1.68%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$998K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

130.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5261

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

$4K

$1456 / participant

Other / not subdivided$4K100.0%

% of EOY assets

4.377%

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

$33,258

$168,635-80.3%

$147,617-77.5%

$125,389-73.5%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-1.68%

77.65%-79.3pp

61.98%-63.7pp

282.24%-283.9pp

Employer contribution / active EE

$3,452

$6,252-44.8%

$5,564-38.0%

$4,866-29.1%

Participant deferral / active EE

$4,501

$5,507-18.3%

$4,895-8.0%

$5,352-15.9%

Admin fee / account holder

$1,456

$13,580-89.3%

$11,612-87.5%

$9,541-84.7%

FOREST ORTHO & PEDIATRIC DENTISTRY, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOREST ORTHO & PEDIATRIC DENTISTRY, LLC 401K 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