Retirement plan

PERIODONTAL SPECIALISTS INC PROFIT SHARING PLAN

Name: PERIODONTAL SPECIALISTS PROFIT SHARING PLAN - PERIODONTAL SPECIALISTS INC PROFIT SHARING PLAN (2016) Form 5500
Creator: PERIODONTAL SPECIALISTS PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERIODONTAL SPECIALISTS INC PROFIT SHARING PLAN, PERIODONTAL SPECIALISTS PROFIT SHARING PLAN

PERIODONTAL SPECIALISTS PROFIT SHARING PLANEIN 34-1621376Plan #001PY 2016

29160 CENTER RIDGE RD SUITE J - WESTLAKE, OH 441455258440-835-8883clevelandperio.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$714K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

11.69%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.50M

Not enough data

1 years with asset history on file

Average account balance

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

$835K

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

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.75%

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 codes2J2E

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$473 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.199%

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

$181,896-100.0%

$156,551-100.0%

$273,972-100.0%

Participation rate

0.0%

88.4%-88.4pp

84.0%-84.0pp

83.0%-83.0pp

Annual return

11.69%

30.74%-19.1pp

32.23%-20.5pp

41.46%-29.8pp

Employer contribution / active EE

$8,057

$6,248+28.9%

$5,501+46.5%

$4,869+65.5%

Participant deferral / active EE

$9,923

$5,550+78.8%

$4,871+103.7%

$5,287+87.7%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

PERIODONTAL SPECIALISTS INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERIODONTAL SPECIALISTS INC 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