Retirement plan

WEST SIDE PEDIATRICS, INC. PROFIT SHARING PLAN

Name: WEST SIDE PEDIATRICS, INC. - WEST SIDE PEDIATRICS, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: WEST SIDE PEDIATRICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST SIDE PEDIATRICS, INC. PROFIT SHARING PLAN, WEST SIDE PEDIATRICS, INC.

WEST SIDE PEDIATRICS, INC.EIN 31-6094740Plan #002PY 2016

663 ANDERSON FERRY ROAD - CINCINNATI, OH 45238513-922-8200westsidepedscincy.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

No prior year

Total participants

No prior year

Average account balance

$170,157

No prior year

Annual return

9.58%

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

$6.45M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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.

106.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$470K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8914

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

$356K

$12718 / participant

Other / not subdivided$356K100.0%

% of EOY assets

6.540%

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

$170,157

$77,638+119.2%

$156,551+8.7%

$62,881+170.6%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

9.58%

50.33%-40.7pp

32.23%-22.7pp

20.14%-10.6pp

Employer contribution / active EE

$6,448

$3,444+87.2%

$5,501+17.2%

$2,281+182.7%

Participant deferral / active EE

$7,214

$3,046+136.9%

$4,871+48.1%

$3,203+125.2%

Admin fee / account holder

$11,128

$5,561+100.1%

$13,028-14.6%

$4,296+159.1%

WEST SIDE PEDIATRICS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST SIDE PEDIATRICS, 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