Retirement plan

HARRIS W. MAINSTER, D.O., EMPLOYEES P/S PLAN

Name: HARRIS W. MAINSTER, D.O., P.C. - HARRIS W. MAINSTER, D.O., EMPLOYEES P/S PLAN (2016) Form 5500
Creator: HARRIS W. MAINSTER, D.O., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARRIS W. MAINSTER, D.O., EMPLOYEES P/S PLAN, HARRIS W. MAINSTER, D.O., P.C.

HARRIS W. MAINSTER, D.O., P.C.EIN 38-2009295Plan #002PY 2016

5035 PONVALLEY ROAD - BLOOMFIELD HILLS, MI 483022831248-540-4674

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.7M

No prior year

Total participants

No prior year

Average account balance

$1,168,495

No prior year

Annual return

-10.70%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.92M

Not enough data

1 years with asset history on file

Average account balance

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

$2.2M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128474

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

3 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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$858K

$107228 / participant

Other / not subdivided$858K100.0%

% of EOY assets

7.341%

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

$1,168,495

$181,896+542.4%

$156,551+646.4%

$273,972+326.5%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

-10.70%

30.74%-41.4pp

32.23%-42.9pp

41.46%-52.2pp

Employer contribution / active EE

$11,931

$6,248+91.0%

$5,501+116.9%

$4,869+145.0%

Participant deferral / active EE

$5,550-100.0%

$4,871-100.0%

$5,287-100.0%

Admin fee / account holder

$85,782

$15,560+451.3%

$13,028+558.4%

$10,133+746.6%

HARRIS W. MAINSTER, D.O., EMPLOYEES P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARRIS W. MAINSTER, D.O., EMPLOYEES P/S 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