Retirement plan

ARROWHEAD PLASTIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN

Name: ARROWHEAD PLASTIC SURGEONS, INC. - ARROWHEAD PLASTIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN (2022) Form 5500
Creator: ARROWHEAD PLASTIC SURGEONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARROWHEAD PLASTIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN, ARROWHEAD PLASTIC SURGEONS, INC.

ARROWHEAD PLASTIC SURGEONS, INC.EIN 34-0906366Plan #001PY 2022

12621 ECKEL JUNCTION RD, SUITE 2400 - PERRYSBURG, OH 435511304419-887-4510arrowheadsurgeons.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

-26.0% from 2021

Total participants

-23.1% from 2021

Average account balance

$236,073

-6.5% from 2021

Annual return

-18.54%

-33.37 pp from 2021

Benchmarks

See 106,006 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,006 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.18M

Not enough data

1 years with asset history on file

Average account balance

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

$380K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8661

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

See the 10-year trajectory. $4.99 for your first month.

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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

$608K

$43402 / participant

Other / not subdivided$608K100.0%

% of EOY assets

13.547%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$236,073

$167,307+41.1%

$143,757+64.2%

$134,475+75.6%

Participation rate

92.9%

84.8%+8.0pp

80.3%+12.6pp

81.2%+11.6pp

Annual return

-18.54%

0.46%-19.0pp

-0.04%-18.5pp

417.96%-436.5pp

Employer contribution / active EE

$3,750

$5,619-33.3%

$4,951-24.3%

$4,740-20.9%

Participant deferral / active EE

$5,492

$6,446-14.8%

$5,637-2.6%

$6,400-14.2%

Admin fee / account holder

$31,980

$18,088+76.8%

$14,673+118.0%

$11,426+179.9%

ARROWHEAD PLASTIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARROWHEAD PLASTIC SURGEONS, INC. PROFIT SHARING 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