Retirement plan

CHILDREN'S DENTAL CARE OF KENOSHA, S.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: CHILDREN'S DENTAL CARE OF KENOSHA, S.C. - CHILDREN'S DENTAL CARE OF KENOSHA, S.C. 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: CHILDREN'S DENTAL CARE OF KENOSHA, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S DENTAL CARE OF KENOSHA, S.C. 401(K) PROFIT SHARING PLAN AND TRUST, CHILDREN'S DENTAL CARE OF KENOSHA, S.C.

CHILDREN'S DENTAL CARE OF KENOSHA, S.C.EIN 39-1195453Plan #002PY 2019

2901 35TH STREET - KENOSHA, WI 53140262-537-2757kerbersmiles.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+1.4% from 2018

Total participants

+14.3% from 2018

Average account balance

$142,510

-11.3% from 2018

Annual return

-3.00%

-15.42 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+8.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2050

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 codes2E2J3D

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.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$1672 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.026%

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

$142,510

$202,342-29.6%

$172,753-17.5%

$152,909-6.8%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

-3.00%

1029.88%-1032.9pp

803.00%-806.0pp

345.46%-348.5pp

Employer contribution / active EE

$2,396

$5,857-59.1%

$5,144-53.4%

$4,764-49.7%

Participant deferral / active EE

$4,656

$5,948-21.7%

$5,198-10.4%

$5,851-20.4%

Admin fee / account holder

$1,463

$17,112-91.5%

$13,956-89.5%

$11,601-87.4%

CHILDREN'S DENTAL CARE OF KENOSHA, S.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S DENTAL CARE OF KENOSHA, S.C. 401(K) PROFIT SHARING PLAN AND TRUST

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