Retirement plan

PEDIATRICENTER OF GREATER CLEVELAND CO PROFIT SHARING PLAN

Name: PEDIATRICENTER - GREATER CLEVELAND - PEDIATRICENTER OF GREATER CLEVELAND CO PROFIT SHARING PLAN (2016) Form 5500
Creator: PEDIATRICENTER - GREATER CLEVELAND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRICENTER OF GREATER CLEVELAND CO PROFIT SHARING PLAN, PEDIATRICENTER - GREATER CLEVELAND

PEDIATRICENTER - GREATER CLEVELANDEIN 34-1049209Plan #001PY 2016

6001-C LANDERHAVEN DRIVE - MAYFIELD HEIGHTS, OH 44124440-720-3883LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.1M

+12.6% from 2015

Total participants

0.0% from 2015

Average account balance

$183,058

+9.7% from 2015

Annual return

9.66%

+10.01 pp from 2015

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

$13.97M

Not enough data

1 years with asset history on file

Average account balance

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

$399K

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.

68.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$487K

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

+8.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27162

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 codes2E2J

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.

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

$269K

$7086 / participant

Other / not subdivided$269K100.0%

% of EOY assets

3.772%

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

$183,058

$77,638+135.8%

$156,551+16.9%

$62,881+191.1%

Participation rate

92.1%

71.2%+20.9pp

84.0%+8.1pp

69.3%+22.8pp

Annual return

9.66%

50.33%-40.7pp

32.23%-22.6pp

20.14%-10.5pp

Employer contribution / active EE

$5,100

$3,444+48.1%

$5,501-7.3%

$2,281+123.6%

Participant deferral / active EE

$5,864

$3,046+92.5%

$4,871+20.4%

$3,203+83.1%

Admin fee / account holder

$6,905

$5,561+24.2%

$13,028-47.0%

$4,296+60.7%

PEDIATRICENTER OF GREATER CLEVELAND CO PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRICENTER OF GREATER CLEVELAND CO 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