Retirement plan

ARTHRITIS CLINIC DEFINED CONTRIBUTION PLAN

Name: ARTHRITIS CLINIC OF STARK COUNTY, INC. - ARTHRITIS CLINIC DEFINED CONTRIBUTION PLAN (2017) Form 5500
Creator: ARTHRITIS CLINIC OF STARK COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARTHRITIS CLINIC DEFINED CONTRIBUTION PLAN, ARTHRITIS CLINIC OF STARK COUNTY, INC.

ARTHRITIS CLINIC OF STARK COUNTY, INC.EIN 34-1448753Plan #001PY 2017

4160 HOLIDAY STREET NW - CANTON, OH 447182532330-492-4966LinkedIn1-10 employeeshospital & health care

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$2.9M

+12.8% from 2016

Total participants

+6.7% from 2016

Average account balance

$182,856

+5.8% from 2016

Annual return

9.94%

+1.06 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$691

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

-0.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44144

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 codes2E2J3D

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$182,856

$198,457-7.9%

$170,435+7.3%

$147,586+23.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

9.94%

257.30%-247.4pp

205.94%-196.0pp

578.59%-568.6pp

Employer contribution / active EE

$789

$6,183-87.2%

$5,432-85.5%

$4,876-83.8%

Participant deferral / active EE

$3,871

$5,629-31.2%

$4,939-21.6%

$5,439-28.8%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

ARTHRITIS CLINIC DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARTHRITIS CLINIC DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion