Retirement plan

PEDIATRIC OPHTHALMOLOGY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Name: PEDIATRIC OPHTHALMOLOGY ASSOCIATES, INC. - PEDIATRIC OPHTHALMOLOGY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: PEDIATRIC OPHTHALMOLOGY ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRIC OPHTHALMOLOGY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, PEDIATRIC OPHTHALMOLOGY ASSOCIATES, INC.

PEDIATRIC OPHTHALMOLOGY ASSOCIATES, INC.EIN 31-0892178Plan #003PY 2016

555 SOUTH 18TH ST. SUITE 4C - COLUMBUS, OH 43205614-224-6222columbuspoa.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$17.2M

No prior year

Total participants

No prior year

Average account balance

$372,894

No prior year

Annual return

2.74%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.97M

Not enough data

1 years with asset history on file

Average account balance

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

$470K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$796K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13734

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$37K

$870 / participant

Other / not subdivided$37K100.0%

% of EOY assets

0.213%

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

$372,894

$77,638+380.3%

$156,551+138.2%

$62,881+493.0%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

2.74%

50.33%-47.6pp

32.23%-29.5pp

20.14%-17.4pp

Employer contribution / active EE

$8,157

$3,444+136.9%

$5,501+48.3%

$2,281+257.6%

Participant deferral / active EE

$4,535

$3,046+48.9%

$4,871-6.9%

$3,203+41.6%

Admin fee / account holder

$795

$5,561-85.7%

$13,028-93.9%

$4,296-81.5%

PEDIATRIC OPHTHALMOLOGY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRIC OPHTHALMOLOGY ASSOCIATES, INC. 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