Retirement plan

MARQUE MEDICAL 401(K) PLAN AND TRUST

Name: MARQUE MEDICAL, LLC - MARQUE MEDICAL 401(K) PLAN AND TRUST (2017) Form 5500
Creator: MARQUE MEDICAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARQUE MEDICAL 401(K) PLAN AND TRUST, MARQUE MEDICAL, LLC

MARQUE MEDICAL, LLCEIN 27-4989428Plan #001PY 2017

2855 E. COAST HIGHWAY, SUITE 215 - CORONA DEL MAR, CA 92625949-760-9222LinkedIn1-10 employeesmedical practice

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$183K

+159.0% from 2016

Total participants

-20.6% from 2016

Average account balance

$3,736

+53.3% from 2016

Annual return

25.00%

-14.60 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.74M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

51.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$394K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1201

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 codes2F2G2J3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$262 / participant

Other / not subdivided$8K100.0%

% of EOY assets

4.435%

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

$3,736

$84,236-95.6%

$170,435-97.8%

$70,126-94.7%

Participation rate

83.9%

70.8%+13.0pp

83.6%+0.3pp

69.5%+14.3pp

Annual return

25.00%

23.06%+1.9pp

205.94%-180.9pp

73.15%-48.1pp

Employer contribution / active EE

$622

$3,387-81.6%

$5,432-88.5%

$2,343-73.4%

Participant deferral / active EE

$2,687

$3,086-12.9%

$4,939-45.6%

$3,332-19.3%

Admin fee / account holder

$166

$5,698-97.1%

$13,881-98.8%

$4,645-96.4%

MARQUE MEDICAL 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARQUE MEDICAL 401(K) PLAN AND TRUST

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