Retirement plan

NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. 401K PROFIT SHARING PLAN AND TRUST

Name: NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. - NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. 401K PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. 401K PROFIT SHARING PLAN AND TRUST, NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC.

NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC.EIN 34-1225841Plan #002PY 2018

2500 WEST STRUB RD, NOMS BLDG #1,, STE A - SANDUSKY, OH 44870419-627-8131northcoastoralsurgery.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$1.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

-6.0% from 2017

Total participants

0.0% from 2017

Average account balance

$171,707

-6.0% from 2017

Annual return

6.84%

-6.32 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$847K

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2224

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 codes2E2G2J

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.

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

$187K

$37374 / participant

Other / not subdivided$187K100.0%

% of EOY assets

18.139%

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

$171,707

$180,459-4.8%

$154,108+11.4%

$135,380+26.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

6.84%

888.21%-881.4pp

735.21%-728.4pp

519.81%-513.0pp

Employer contribution / active EE

$3,023

$6,035-49.9%

$5,298-42.9%

$4,779-36.7%

Participant deferral / active EE

$4,126

$5,806-28.9%

$5,081-18.8%

$5,609-26.4%

Admin fee / account holder

$31,145

$16,145+92.9%

$13,411+132.2%

$10,828+187.6%

NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH COAST ORAL & MAXILLOFACIAL SURGERY INC. 401K PROFIT SHARING PLAN AND TRUST

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