Retirement plan

SANDERS COURT PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN

Name: SANDERS COURT PEDIATRICS, LTD. - SANDERS COURT PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SANDERS COURT PEDIATRICS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SANDERS COURT PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN, SANDERS COURT PEDIATRICS, LTD.

SANDERS COURT PEDIATRICS, LTD.EIN 36-3609456Plan #001PY 2018

1450 BUSCH PARKWAY - BUFFALO GROVE, IL 60089847-499-3070sanderspeds.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$5.8M

-2.5% from 2017

Total participants

-2.3% from 2017

Average account balance

$141,540

+2.3% from 2017

Annual return

-8.36%

-24.38 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.30M

Not enough data

1 years with asset history on file

Average account balance

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

$251K

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.

105.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$404K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7512

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 codes2B2E2F2G2J3D

Plan features

2B
Target benefit plan
Defined contribution plan whose contribution formula is designed to fund a targeted benefit at retirement.
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$46K

$1325 / participant

Other / not subdivided$46K100.0%

% of EOY assets

0.799%

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

$141,540

$75,962+86.3%

$154,111-8.2%

$64,173+120.6%

Participation rate

97.1%

70.4%+26.7pp

83.0%+14.1pp

69.6%+27.6pp

Annual return

-8.36%

30.32%-38.7pp

735.18%-743.5pp

7.63%-16.0pp

Employer contribution / active EE

$3,339

$3,350-0.3%

$5,298-37.0%

$2,381+40.2%

Participant deferral / active EE

$7,643

$3,175+140.7%

$5,081+50.4%

$3,470+120.3%

Admin fee / account holder

$1,131

$5,589-79.8%

$13,411-91.6%

$4,887-76.9%

SANDERS COURT PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SANDERS COURT PEDIATRICS, LTD. 401(K) 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