Retirement plan

DAYTON CENTER FOR NEUROLOGICAL DISORDERS, INC. RETIREMENT SAVINGS PROFIT SHARING PLAN

Name: DAYTON CENTER FOR NEUROLOGICAL DISORDERS, INC - DAYTON CENTER FOR NEUROLOGICAL DISORDERS, INC. RETIREMENT SAVINGS PROFIT SHARING PLAN (2016) Form 5500
Creator: DAYTON CENTER FOR NEUROLOGICAL DISORDERS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAYTON CENTER FOR NEUROLOGICAL DISORDERS, INC. RETIREMENT SAVINGS PROFIT SHARING PLAN, DAYTON CENTER FOR NEUROLOGICAL DISORDERS, INC

DAYTON CENTER FOR NEUROLOGICAL DISORDERS, INCEIN 31-1303977Plan #001PY 2016

1975 MIAMISBURG-CENTERVILLE RD - CENTERVILLE, OH 45459937-439-6186dcndinc.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.1M

+15.4% from 2015

Total participants

-1.8% from 2015

Average account balance

$206,459

+17.5% from 2015

Annual return

8.83%

+7.45 pp from 2015

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

$22.89M

Not enough data

1 years with asset history on file

Average account balance

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

$203K

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.

113

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.

141.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16410

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 codes2E2G2J3D

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.
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

$35K

$886 / participant

Other / not subdivided$35K100.0%

% of EOY assets

0.318%

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

$206,459

$77,638+165.9%

$156,551+31.9%

$62,881+228.3%

Participation rate

97.5%

71.2%+26.3pp

84.0%+13.5pp

69.3%+28.2pp

Annual return

8.83%

50.33%-41.5pp

32.23%-23.4pp

20.14%-11.3pp

Employer contribution / active EE

$10,130

$3,444+194.2%

$5,501+84.1%

$2,281+344.1%

Participant deferral / active EE

$6,542

$3,046+114.8%

$4,871+34.3%

$3,203+104.3%

Admin fee / account holder

$656

$5,561-88.2%

$13,028-95.0%

$4,296-84.7%

DAYTON CENTER FOR NEUROLOGICAL DISORDERS, INC. RETIREMENT SAVINGS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAYTON CENTER FOR NEUROLOGICAL DISORDERS, INC. RETIREMENT SAVINGS 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