Retirement plan

NEPHROLOGY ASSOCIATES OF SOUTHWESTERN OHIO, INC. PROFIT SHARING PLAN

Name: NEPHROLOGY ASSOCIATES OF SOUTHWESTERN OHIO, INC. - NEPHROLOGY ASSOCIATES OF SOUTHWESTERN OHIO, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: NEPHROLOGY ASSOCIATES OF SOUTHWESTERN OHIO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEPHROLOGY ASSOCIATES OF SOUTHWESTERN OHIO, INC. PROFIT SHARING PLAN, NEPHROLOGY ASSOCIATES OF SOUTHWESTERN OHIO, INC.

NEPHROLOGY ASSOCIATES OF SOUTHWESTERN OHIO, INC.EIN 31-1363687Plan #001PY 2018

3090 MCBRIDE COURT, SUITE B - HAMILTON, OH 45011513-863-8212naswoh.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

-62.0% from 2017

Total participants

-9.1% from 2017

Average account balance

$168,037

-58.2% from 2017

Annual return

-2.62%

-17.28 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.31M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

155.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+16.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$131107

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 codes2E2G2R

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

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

$2.8M

$396616 / participant

Other / not subdivided$3M100.0%

% of EOY assets

165.220%

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

$168,037

$180,466-6.9%

$154,114+9.0%

$135,382+24.1%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-2.62%

888.15%-890.8pp

735.16%-737.8pp

519.77%-522.4pp

Employer contribution / active EE

$22,056

$6,035+265.4%

$5,298+316.3%

$4,779+361.5%

Participant deferral / active EE

$5,806-100.0%

$5,081-100.0%

$5,609-100.0%

Admin fee / account holder

$277,631

$16,144+1619.7%

$13,411+1970.2%

$10,829+2463.9%

NEPHROLOGY ASSOCIATES OF SOUTHWESTERN OHIO, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEPHROLOGY ASSOCIATES OF SOUTHWESTERN OHIO, INC. 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