Retirement plan

ADVANCED DERMATOLOGY & SKIN CANCER CENTER PLLC PRO

Name: ADVANCED DERMATOLOGY & SKIN CANCER CENTER PLLC - ADVANCED DERMATOLOGY & SKIN CANCER CENTER PLLC PRO (2016) Form 5500
Creator: ADVANCED DERMATOLOGY & SKIN CANCER CENTER PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED DERMATOLOGY & SKIN CANCER CENTER PLLC PRO, ADVANCED DERMATOLOGY & SKIN CANCER CENTER PLLC

ADVANCED DERMATOLOGY & SKIN CANCER CENTER PLLCEIN 26-3184969Plan #001PY 2016

1444 EAST STEARNS ST. STE 11 - FAYETTEVILLE, AR 72703479-966-4970LinkedIn11-50 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$466K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+22.6% from 2015

Total participants

-6.5% from 2015

Average account balance

$42,928

+31.1% from 2015

Annual return

9.41%

+17.24 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

$4.89M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

134.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$492K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+25.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7073

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 codes2E2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$55K

$3038 / participant

Other / not subdivided$55K100.0%

% of EOY assets

4.393%

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

$42,928

$181,896-76.4%

$156,551-72.6%

$273,972-84.3%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

9.41%

30.74%-21.3pp

32.23%-22.8pp

41.46%-32.0pp

Employer contribution / active EE

$6,267

$6,248+0.3%

$5,501+13.9%

$4,869+28.7%

Participant deferral / active EE

$4,223

$5,550-23.9%

$4,871-13.3%

$5,287-20.1%

Admin fee / account holder

$1,886

$15,560-87.9%

$13,028-85.5%

$10,133-81.4%

ADVANCED DERMATOLOGY & SKIN CANCER CENTER PLLC PRO

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED DERMATOLOGY & SKIN CANCER CENTER PLLC PRO

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