Retirement plan

NEUROLOGY CENTER, INC. PROFIT SHARING PLAN AND TRUST

Name: NEUROLOGY CENTER, INC. - NEUROLOGY CENTER, INC. PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: NEUROLOGY CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEUROLOGY CENTER, INC. PROFIT SHARING PLAN AND TRUST, NEUROLOGY CENTER, INC.

NEUROLOGY CENTER, INC.EIN 34-1375200Plan #001PY 2017

673 EAST RIVER STREET - ELYRIA, OH 44035440-323-6422LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

-22.3% from 2016

Total participants

-57.1% from 2016

Average account balance

$228,769

+81.3% from 2016

Annual return

10.63%

-1.38 pp from 2016

Benchmarks

See 704 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.28M

Not enough data

1 years with asset history on file

Average account balance

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

$410K

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.

100.0%

Not enough data

1 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

+22.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15625

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 codes3D2E2J2T

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.
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

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

$1.2M

Other / not subdivided$1M100.0%

% of EOY assets

44.308%

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

$228,769

$287,456-20.4%

$170,435+34.2%

Participation rate

0.0%

60.6%-60.6pp

83.6%-83.6pp

Annual return

10.63%

6.06%+4.6pp

205.94%-195.3pp

Employer contribution / active EE

$2,242-100.0%

$5,432-100.0%

Participant deferral / active EE

$2,113-100.0%

$4,939-100.0%

Admin fee / account holder

$101,363

$39,812+154.6%

$13,881+630.2%

NEUROLOGY CENTER, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEUROLOGY CENTER, INC. 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