Retirement plan

NORTH SUBURBAN FAMILY HEALTHCARE SC PROFIT SHARING PLAN & TRUST

Name: NORTH SUBURBAN FAMILY HEALTHCARE SC - NORTH SUBURBAN FAMILY HEALTHCARE SC PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: NORTH SUBURBAN FAMILY HEALTHCARE SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH SUBURBAN FAMILY HEALTHCARE SC PROFIT SHARING PLAN & TRUST, NORTH SUBURBAN FAMILY HEALTHCARE SC

NORTH SUBURBAN FAMILY HEALTHCARE SCEIN 36-4378022Plan #001PY 2018

565 LAKEVIEW PARKWAY - VERNON HILLS, IL 60061847-955-9008doctorwiniger.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$869K

+4.4% from 2017

Total participants

-9.1% from 2017

Average account balance

$86,884

+14.8% from 2017

Annual return

-7.54%

-29.02 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

$3.36M

Not enough data

1 years with asset history on file

Average account balance

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

$480K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+12.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13076

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$19K

$1943 / participant

Other / not subdivided$19K100.0%

% of EOY assets

2.236%

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

$86,884

$180,466-51.9%

$154,114-43.6%

$135,382-35.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-7.54%

888.15%-895.7pp

735.16%-742.7pp

519.77%-527.3pp

Employer contribution / active EE

$5,204

$6,035-13.8%

$5,298-1.8%

$4,779+8.9%

Participant deferral / active EE

$6,640

$5,806+14.4%

$5,081+30.7%

$5,609+18.4%

Admin fee / account holder

$1,943

$16,144-88.0%

$13,411-85.5%

$10,829-82.1%

NORTH SUBURBAN FAMILY HEALTHCARE SC PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH SUBURBAN FAMILY HEALTHCARE SC 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