Retirement plan

CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN

Name: CHILDRENS DENTISTRY OF LAKE COUNTY PC - CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN (2022) Form 5500
Creator: CHILDRENS DENTISTRY OF LAKE COUNTY PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN, CHILDRENS DENTISTRY OF LAKE COUNTY PC

CHILDRENS DENTISTRY OF LAKE COUNTY PCEIN 32-0029930Plan #001PY 2022

5525 GREEN BAY ROAD - KENOSHA, WI 53144262-657-2060

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.2M

-15.0% from 2021

Total participants

+12.5% from 2021

Average account balance

$136,662

-24.4% from 2021

Annual return

-22.21%

-31.89 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$228K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3272

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 codes2E2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$675

$75 / participant

Other / not subdivided$675100.0%

% of EOY assets

0.055%

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

$136,662

$167,362-18.3%

$143,799-5.0%

$134,532+1.6%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-22.21%

0.47%-22.7pp

-0.04%-22.2pp

418.27%-440.5pp

Employer contribution / active EE

$2,820

$5,620-49.8%

$4,952-43.1%

$4,741-40.5%

Participant deferral / active EE

$8,774

$6,447+36.1%

$5,638+55.6%

$6,401+37.1%

Admin fee / account holder

$75

$18,094-99.6%

$14,677-99.5%

$11,429-99.3%

CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDRENS DENTISTRY OF LAKE COUNTY & ASSOCIATES PC 401K 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