Retirement plan

PRAIRIE EYE CENTER, LTD. 401K PROFIT SHARING PLAN

Name: PRAIRIE EYE CENTER LTD - PRAIRIE EYE CENTER, LTD. 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: PRAIRIE EYE CENTER LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRAIRIE EYE CENTER, LTD. 401K PROFIT SHARING PLAN, PRAIRIE EYE CENTER LTD

PRAIRIE EYE CENTER LTDEIN 37-0919357Plan #002PY 2017

2020 WEST ILES AVENUE - SPRINGFIELD, IL 62704217-698-3030LinkedIn1-10 employeesindividual & family services

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$5.7M

+26.9% from 2016

Total participants

229

+15.7% from 2016

Average account balance

$26,915

+7.0% from 2016

Annual return

21.93%

+14.84 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.85M

Not enough data

1 years with asset history on file

Average account balance

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

$328K

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.

142.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$294K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+20.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20974

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

Top 1 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH2 years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085	Advisory (Plan)	$37,676

Plan features & details

Pension benefit codes2E2F2G2J2R3D

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$43K

$262 / participant

Investment mgmt$43K100.0%

% of EOY assets

0.765%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SIKICH LLP
Auditor EIN: 363168081
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,915

$55,453-51.5%

$170,435-84.2%

$62,293-56.8%

Participation rate

88.5%

66.4%+22.1pp

83.6%+4.9pp

69.5%+19.0pp

Annual return

21.93%

21.38%+0.6pp

205.94%-184.0pp

28.90%-7.0pp

Employer contribution / active EE

$1,135

$2,164-47.6%

$5,432-79.1%

$2,042-44.4%

Participant deferral / active EE

$1,956

$2,303-15.1%

$4,939-60.4%

$3,169-38.3%

Admin fee / account holder

$206

$455-54.8%

$13,881-98.5%

$479-57.1%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH2 years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 27 · EIN 13-5674085

Advisory (Plan)

$37,676

PRAIRIE EYE CENTER, LTD. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRAIRIE EYE CENTER, LTD. 401K 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