Retirement plan

PANTON EYE CENTER, PC 401(K) PLAN AND TRUST

Name: PANTON EYE CENTER, PC - PANTON EYE CENTER, PC 401(K) PLAN AND TRUST (2018) Form 5500
Creator: PANTON EYE CENTER, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PANTON EYE CENTER, PC 401(K) PLAN AND TRUST, PANTON EYE CENTER, PC

PANTON EYE CENTER, PCEIN 36-2691143Plan #004PY 2018

7740 W NORTH AVE - ELMWOOD PARK, IL 607074124708-452-7200pantoneye.comLinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#005Retirement-$411K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$9.4M

-3.8% from 2017

Total participants

0.0% from 2017

Average account balance

$3,122,306

-3.8% from 2017

Annual return

-4.95%

-19.77 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.33M

Not enough data

1 years with asset history on file

Average account balance

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

$5.4M

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

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

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

+11.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2726

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 codes2E2J

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

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

Expense breakdown

Schedule H Part II

Admin total

$676

$225 / participant

Other / not subdivided$676100.0%

% of EOY assets

0.007%

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

$3,122,306

$180,466+1630.1%

$154,114+1926.0%

$135,382+2206.3%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-4.95%

888.15%-893.1pp

735.16%-740.1pp

519.77%-524.7pp

Employer contribution / active EE

$9,205

$6,035+52.5%

$5,298+73.8%

$4,779+92.6%

Participant deferral / active EE

$27,997

$5,806+382.2%

$5,081+451.0%

$5,609+399.1%

Admin fee / account holder

$225

$16,144-98.6%

$13,411-98.3%

$10,829-97.9%

PANTON EYE CENTER, PC 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PANTON EYE CENTER, PC 401(K) 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