Retirement plan

MICHAEL K. AGENTER, D.D.S., M.D.S., LLC 401(K) PROFIT SHARING PLAN

Name: MICHAEL K. AGENTER, D.D.S., M.D.S., LLC - MICHAEL K. AGENTER, D.D.S., M.D.S., LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MICHAEL K. AGENTER, D.D.S., M.D.S., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MICHAEL K. AGENTER, D.D.S., M.D.S., LLC 401(K) PROFIT SHARING PLAN, MICHAEL K. AGENTER, D.D.S., M.D.S., LLC

MICHAEL K. AGENTER, D.D.S., M.D.S., LLCEIN 27-0193806Plan #001PY 2016

5964 S. ST. RT. 48 - MAINEVILLE, OH 45039513-239-8104

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$552K

+18.1% from 2015

Total participants

0.0% from 2015

Average account balance

$61,372

+31.3% from 2015

Annual return

3.96%

+4.29 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

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

176.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$270K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+7.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$514

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

$16K

$1959 / participant

Other / not subdivided$16K100.0%

% of EOY assets

2.837%

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

$61,372

$181,896-66.3%

$156,551-60.8%

$273,972-77.6%

Participation rate

75.0%

88.4%-13.4pp

84.0%-9.0pp

83.0%-8.0pp

Annual return

3.96%

30.74%-26.8pp

32.23%-28.3pp

41.46%-37.5pp

Employer contribution / active EE

$5,742

$6,248-8.1%

$5,501+4.4%

$4,869+17.9%

Participant deferral / active EE

$4,500

$5,550-18.9%

$4,871-7.6%

$5,287-14.9%

Admin fee / account holder

$1,741

$15,560-88.8%

$13,028-86.6%

$10,133-82.8%

MICHAEL K. AGENTER, D.D.S., M.D.S., LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MICHAEL K. AGENTER, D.D.S., M.D.S., LLC 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