Retirement plan

BEAVERTOWN CLINIC, INC. 401(K) PROFIT SHARING PLAN

Name: BEAVERTOWN CLINIC INC - BEAVERTOWN CLINIC, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: BEAVERTOWN CLINIC INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEAVERTOWN CLINIC, INC. 401(K) PROFIT SHARING PLAN, BEAVERTOWN CLINIC INC

BEAVERTOWN CLINIC INCEIN 31-0920004Plan #002PY 2019

3017 WILMINGTON PIKE - KETTERING, OH 454294169937-294-2555LinkedIn11-50 employeesmarketing and advertising

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-32.2% from 2018

Total participants

0.0% from 2018

Average account balance

$117,037

-22.5% from 2018

Annual return

17.55%

+23.84 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.39M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

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

+10.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2578

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

$1.3M

$164013 / participant

Other / not subdivided$1M100.0%

% of EOY assets

80.079%

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

$117,037

$202,342-42.2%

$172,753-32.3%

$152,909-23.5%

Participation rate

75.0%

87.1%-12.1pp

82.6%-7.6pp

82.5%-7.5pp

Annual return

17.55%

1029.88%-1012.3pp

803.00%-785.5pp

345.46%-327.9pp

Employer contribution / active EE

$3,125

$5,857-46.6%

$5,144-39.2%

$4,764-34.4%

Participant deferral / active EE

$4,681

$5,948-21.3%

$5,198-9.9%

$5,851-20.0%

Admin fee / account holder

$93,722

$17,112+447.7%

$13,956+571.6%

$11,601+707.9%

BEAVERTOWN CLINIC, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEAVERTOWN CLINIC, 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