Retirement plan

DR DELANEY PLUNKETT RALSTROM MAKOWSKI THANASAS & ASSOC. PC PROFIT SHARING PLAN

Name: DELANEY, PLUNKETT, RALSTROM, MAKOW - DR DELANEY PLUNKETT RALSTROM MAKOWSKI THANASAS & ASSOC. PC PROFIT SHARING PLAN (2017) Form 5500
Creator: DELANEY, PLUNKETT, RALSTROM, MAKOW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR DELANEY PLUNKETT RALSTROM MAKOWSKI THANASAS & ASSOC. PC PROFIT SHARING PLAN, DELANEY, PLUNKETT, RALSTROM, MAKOW

DELANEY, PLUNKETT, RALSTROM, MAKOWEIN 38-1877722Plan #001PY 2017

39400 GARFIELD, SUITE 200 - CLINTON TOWNSHIP, MI 480384096586-286-0700LinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.6M

+18.2% from 2016

Total participants

-14.5% from 2016

Average account balance

$163,476

+38.2% from 2016

Annual return

16.86%

+14.84 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.70M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$417K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2388

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$348K

$5996 / participant

Other / not subdivided$348K100.0%

% of EOY assets

2.996%

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

$163,476

$84,236+94.1%

$170,439-4.1%

$70,124+133.1%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

16.86%

23.06%-6.2pp

205.94%-189.1pp

73.14%-56.3pp

Employer contribution / active EE

$3,075

$3,387-9.2%

$5,433-43.4%

$2,342+31.3%

Participant deferral / active EE

$5,253

$3,086+70.2%

$4,939+6.4%

$3,332+57.7%

Admin fee / account holder

$4,898

$5,698-14.0%

$13,881-64.7%

$4,645+5.4%

DR DELANEY PLUNKETT RALSTROM MAKOWSKI THANASAS & ASSOC. PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR DELANEY PLUNKETT RALSTROM MAKOWSKI THANASAS & ASSOC. PC 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