Retirement plan

MORELAND OB-GYN ASSOCIATES, S.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Name: MORELAND OB-GYN ASSOCIATES, S.C. - MORELAND OB-GYN ASSOCIATES, S.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: MORELAND OB-GYN ASSOCIATES, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORELAND OB-GYN ASSOCIATES, S.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST, MORELAND OB-GYN ASSOCIATES, S.C.

MORELAND OB-GYN ASSOCIATES, S.C.EIN 39-1225223Plan #001PY 2018

1111 DELAFIELD STREET, SUITE 311 - WAUKESHA, WI 531883407262-544-4411morelandobgyn.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$15.2M

+11.8% from 2017

Total participants

+9.5% from 2017

Average account balance

$166,974

+3.2% from 2017

Annual return

10.21%

-4.18 pp from 2017

Benchmarks

See 18,165 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,165 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.41M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

119

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.

111.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5236

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 codes2E2F2G2J3D

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

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

$715K

$8943 / participant

Other / not subdivided$715K100.0%

% of EOY assets

4.709%

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

$166,974

$75,959+119.8%

$154,114+8.3%

$64,181+160.2%

Participation rate

98.8%

70.4%+28.3pp

83.0%+15.7pp

69.6%+29.2pp

Annual return

10.21%

30.32%-20.1pp

735.16%-725.0pp

7.63%+2.6pp

Employer contribution / active EE

$4,799

$3,350+43.3%

$5,298-9.4%

$2,381+101.6%

Participant deferral / active EE

$6,185

$3,175+94.8%

$5,081+21.7%

$3,470+78.3%

Admin fee / account holder

$7,862

$5,589+40.7%

$13,411-41.4%

$4,887+60.9%

MORELAND OB-GYN ASSOCIATES, S.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORELAND OB-GYN ASSOCIATES, S.C. EMPLOYEES 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