Retirement plan

ENDODONTICS LTD CASH OR DEFERRED PROFIT SHARING

Name: ENDODONTICS, LTD - ENDODONTICS LTD CASH OR DEFERRED PROFIT SHARING (2015) Form 5500
Creator: ENDODONTICS, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENDODONTICS LTD CASH OR DEFERRED PROFIT SHARING, ENDODONTICS, LTD

ENDODONTICS, LTDEIN 36-2751682Plan #002PY 2015

25 EAST WASHINGTON STREET, STE 1833 - CHICAGO, IL 60602312-236-9581endodonticslimited.orgLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4M

No prior year

Total participants

No prior year

Average account balance

$333,085

No prior year

Annual return

-2.56%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

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

+6.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6079

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 codes2J2H

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$98K

$13942 / participant

Other / not subdivided$98K100.0%

% of EOY assets

2.442%

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

$333,085

$168,635+97.5%

$147,617+125.6%

$125,389+165.6%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-2.56%

77.65%-80.2pp

61.98%-64.5pp

282.24%-284.8pp

Employer contribution / active EE

$11,021

$6,252+76.3%

$5,564+98.1%

$4,866+126.5%

Participant deferral / active EE

$8,854

$5,507+60.8%

$4,895+80.9%

$5,352+65.4%

Admin fee / account holder

$8,133

$13,580-40.1%

$11,612-30.0%

$9,541-14.8%

ENDODONTICS LTD CASH OR DEFERRED PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENDODONTICS LTD CASH OR DEFERRED PROFIT SHARING

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