Retirement plan

PEDIATRIC DENTISTRY OF NORTHBROOK, LTD. PROFIT-SHARING PLAN & TRUST

Name: PEDIATRIC DENTISTRY OF NORTHBROOK, LTD. - PEDIATRIC DENTISTRY OF NORTHBROOK, LTD. PROFIT-SHARING PLAN & TRUST (2017) Form 5500
Creator: PEDIATRIC DENTISTRY OF NORTHBROOK, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRIC DENTISTRY OF NORTHBROOK, LTD. PROFIT-SHARING PLAN & TRUST, PEDIATRIC DENTISTRY OF NORTHBROOK, LTD.

PEDIATRIC DENTISTRY OF NORTHBROOK, LTD.EIN 36-3063573Plan #002PY 2017

1707 SHERMER ROAD SUITE 202 - NORTHBROOK, IL 60062847-498-1595LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+32.8% from 2016

Total participants

+6.3% from 2016

Average account balance

$123,815

+25.0% from 2016

Annual return

22.85%

+15.30 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

$4.81M

Not enough data

1 years with asset history on file

Average account balance

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

$229K

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.

123.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$275K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76224

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

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

$29K

$1721 / participant

Other / not subdivided$29K100.0%

% of EOY assets

1.390%

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

$123,815

$198,457-37.6%

$170,435-27.4%

$147,586-16.1%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

22.85%

257.30%-234.5pp

205.94%-183.1pp

578.59%-555.7pp

Employer contribution / active EE

$5,550

$6,183-10.2%

$5,432+2.2%

$4,876+13.8%

Participant deferral / active EE

$4,855

$5,629-13.8%

$4,939-1.7%

$5,439-10.7%

Admin fee / account holder

$1,721

$16,852-89.8%

$13,881-87.6%

$10,886-84.2%

PEDIATRIC DENTISTRY OF NORTHBROOK, LTD. PROFIT-SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRIC DENTISTRY OF NORTHBROOK, LTD. PROFIT-SHARING PLAN & 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