Retirement plan

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF EAU CLAIRE, S.C. 401(K) PROFIT SHARING PLAN

Name: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF EAU CLAIRE, S.C. - ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF EAU CLAIRE, S.C. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF EAU CLAIRE, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF EAU CLAIRE, S.C. 401(K) PROFIT SHARING PLAN, ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF EAU CLAIRE, S.C.

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF EAU CLAIRE, S.C.EIN 39-1148730Plan #003PY 2018

107 W MAIN ST - LITTLE CHUTE, WI 54140715-834-8414omsfoxcities.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.9M

+13.6% from 2017

Total participants

+4.7% from 2017

Average account balance

$287,044

+8.5% from 2017

Annual return

8.71%

-2.83 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

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.40M

Not enough data

1 years with asset history on file

Average account balance

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

$347K

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.

157.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$460K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+8.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$300235

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$107K

$2885 / participant

Other / not subdivided$107K100.0%

% of EOY assets

0.826%

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

$287,044

$76,000+277.7%

$154,111+86.3%

$64,186+347.2%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

8.71%

30.32%-21.6pp

735.15%-726.4pp

7.63%+1.1pp

Employer contribution / active EE

$8,513

$3,351+154.1%

$5,298+60.7%

$2,381+257.5%

Participant deferral / active EE

$8,298

$3,175+161.3%

$5,081+63.3%

$3,470+139.2%

Admin fee / account holder

$2,372

$5,596-57.6%

$13,411-82.3%

$4,888-51.5%

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF EAU CLAIRE, S.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF EAU CLAIRE, S.C. 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