Retirement plan

H. HERBERT POSTLE, DDS DENTAL GROUP, INC. 401(K) PLAN

Name: H. HERBERT POSTLE, DDS DENTAL GROUP, INC. - H. HERBERT POSTLE, DDS DENTAL GROUP, INC. 401(K) PLAN (2015) Form 5500
Creator: H. HERBERT POSTLE, DDS DENTAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H. HERBERT POSTLE, DDS DENTAL GROUP, INC. 401(K) PLAN, H. HERBERT POSTLE, DDS DENTAL GROUP, INC.

H. HERBERT POSTLE, DDS DENTAL GROUP, INC.EIN 31-1606892Plan #001PY 2015

3734 RIDGE MILL DRIVE - HILLIARD, OH 43026614-850-0446

Other plans on this EIN

1 filing

#002Retirement-$890K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$67,513

No prior year

Annual return

-1.72%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+7.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10089

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

$386K

$22693 / participant

Other / not subdivided$386K100.0%

% of EOY assets

30.075%

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

$67,513

$168,635-60.0%

$147,617-54.3%

$125,389-46.2%

Participation rate

76.5%

88.8%-12.3pp

84.6%-8.2pp

83.2%-6.7pp

Annual return

-1.72%

77.65%-79.4pp

61.98%-63.7pp

282.24%-284.0pp

Employer contribution / active EE

$7,208

$6,252+15.3%

$5,564+29.5%

$4,866+48.1%

Participant deferral / active EE

$2,506

$5,507-54.5%

$4,895-48.8%

$5,352-53.2%

Admin fee / account holder

$20,305

$13,580+49.5%

$11,612+74.9%

$9,541+112.8%

H. HERBERT POSTLE, DDS DENTAL GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H. HERBERT POSTLE, DDS DENTAL GROUP, INC. 401(K) 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