Retirement plan

CEREAL CITY PEDIATRICS, P.C. EMPLOYEE BENEFIT PLAN

Name: CEREAL CITY PEDIATRICS, P.C. - CEREAL CITY PEDIATRICS, P.C. EMPLOYEE BENEFIT PLAN (2018) Form 5500
Creator: CEREAL CITY PEDIATRICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CEREAL CITY PEDIATRICS, P.C. EMPLOYEE BENEFIT PLAN, CEREAL CITY PEDIATRICS, P.C.

CEREAL CITY PEDIATRICS, P.C.EIN 38-3179772Plan #001PY 2018

4520 BECKLEY ROAD - BATTLE CREEK, MI 49015616-969-8723cerealcitypeds.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+0.6% from 2017

Total participants

0.0% from 2017

Average account balance

$64,832

+0.6% from 2017

Annual return

-3.54%

-20.86 pp from 2017

Benchmarks

See 18,166 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,166 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.14M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

138.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$358K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6311

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$130K

$4821 / participant

Other / not subdivided$130K100.0%

% of EOY assets

5.905%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,832

$76,000-14.7%

$154,107-57.9%

$64,186+1.0%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-3.54%

30.32%-33.9pp

735.12%-738.7pp

7.63%-11.2pp

Employer contribution / active EE

$4,016

$3,351+19.8%

$5,298-24.2%

$2,381+68.7%

Participant deferral / active EE

$3,767

$3,175+18.7%

$5,081-25.8%

$3,470+8.6%

Admin fee / account holder

$3,829

$5,596-31.6%

$13,411-71.5%

$4,888-21.7%

CEREAL CITY PEDIATRICS, P.C. EMPLOYEE BENEFIT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CEREAL CITY PEDIATRICS, P.C. EMPLOYEE BENEFIT 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