Retirement plan

CRAGO VETERINARY CLINIC, INC. 401(K) PROFIT SHARING PLAN

Name: CRAGO VETERINARY CLINIC, INC. - CRAGO VETERINARY CLINIC, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CRAGO VETERINARY CLINIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRAGO VETERINARY CLINIC, INC. 401(K) PROFIT SHARING PLAN, CRAGO VETERINARY CLINIC, INC.

CRAGO VETERINARY CLINIC, INC.EIN 34-1135573Plan #001PY 2018

7077 WEST BOULEVARD - YOUNGSTOWN, OH 44512330-726-0068cragovetclinic.comLinkedIn1-10 employeesveterinary

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$10.8M

+0.1% from 2017

Total participants

+9.4% from 2017

Average account balance

$338,299

-6.1% from 2017

Annual return

-2.77%

-17.11 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$124 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.030%

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

$338,299

$77,816+334.7%

$123,552+173.8%

$64,173+427.2%

Participation rate

88.5%

74.7%+13.8pp

82.3%+6.2pp

69.6%+18.9pp

Annual return

-2.77%

12.49%-15.3pp

119.20%-122.0pp

7.63%-10.4pp

Employer contribution / active EE

$7,500

$3,014+148.8%

$4,628+62.1%

$2,381+215.0%

Participant deferral / active EE

$4,735

$5,240-9.6%

$6,426-26.3%

$3,470+36.5%

Admin fee / account holder

$101

$5,519-98.2%

$9,285-98.9%

$4,887-97.9%

CRAGO VETERINARY CLINIC, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRAGO VETERINARY CLINIC, INC. 401(K) 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