Retirement plan

COMPREHENSIVE VASCULAR CARE, PC 401K PROFIT SHARING PLAN

Name: COMPREHENSIVE VASCULAR CARE PC - COMPREHENSIVE VASCULAR CARE, PC 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: COMPREHENSIVE VASCULAR CARE PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPREHENSIVE VASCULAR CARE, PC 401K PROFIT SHARING PLAN, COMPREHENSIVE VASCULAR CARE PC

COMPREHENSIVE VASCULAR CARE PCEIN 38-3422389Plan #002PY 2015

7715 LOCKLIN - WEST BLOOMFIELD, MI 48324248-424-5748compvasccare.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

No prior year

Total participants

No prior year

Average account balance

$139,958

No prior year

Annual return

1.51%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.45M

Not enough data

1 years with asset history on file

Average account balance

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

$241K

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$182K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+19.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5580

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$321K

$17827 / participant

Other / not subdivided$321K100.0%

% of EOY assets

12.738%

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

$139,958

$168,635-17.0%

$147,617-5.2%

$125,389+11.6%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

1.51%

77.65%-76.1pp

61.98%-60.5pp

282.24%-280.7pp

Employer contribution / active EE

$9,580

$6,252+53.2%

$5,564+72.2%

$4,866+96.9%

Participant deferral / active EE

$5,453

$5,507-1.0%

$4,895+11.4%

$5,352+1.9%

Admin fee / account holder

$17,827

$13,580+31.3%

$11,612+53.5%

$9,541+86.9%

COMPREHENSIVE VASCULAR CARE, PC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPREHENSIVE VASCULAR CARE, PC 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