Retirement plan

OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PC 401(K) PROFIT SHARING PLAN

Name: OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PC - OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PC 401(K) PROFIT SHARING PLAN, OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PC

OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PCEIN 38-3526073Plan #001PY 2017

1701 SO. BOULEVARD E, SUITE 200 - ROCHESTER HILLS, MI 48307586-323-5805oaklandmacombobgyn.comLinkedIn51-200 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.1M

+25.7% from 2016

Total participants

102

+7.4% from 2016

Average account balance

$86,935

+14.9% from 2016

Annual return

16.51%

+9.66 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

$15.61M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

195

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$254

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

1 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 codes2E2J2F2G3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$26K

$333 / participant

Other / not subdivided$26K100.0%

% of EOY assets

0.321%

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

$86,935

$84,236+3.2%

$170,435-49.0%

$70,126+24.0%

Participation rate

88.5%

70.8%+17.6pp

83.6%+4.9pp

69.5%+18.9pp

Annual return

16.51%

23.06%-6.5pp

205.94%-189.4pp

73.15%-56.6pp

Employer contribution / active EE

$2,330

$3,387-31.2%

$5,432-57.1%

$2,343-0.5%

Participant deferral / active EE

$5,591

$3,086+81.2%

$4,939+13.2%

$3,332+67.8%

Admin fee / account holder

$279

$5,698-95.1%

$13,881-98.0%

$4,645-94.0%

OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PC 401(K) 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