Retirement plan

RICHER, MARTIN, TIMM, S.C. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

Name: RICHER, MARTIN, TIMM, S.C. - RICHER, MARTIN, TIMM, S.C. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN (2016) Form 5500
Creator: RICHER, MARTIN, TIMM, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICHER, MARTIN, TIMM, S.C. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN, RICHER, MARTIN, TIMM, S.C.

RICHER, MARTIN, TIMM, S.C.dba TOSA PEDIATRICSEIN 39-1387768Plan #001PY 2016

8651 W NORTH AVE - WAUWATOSA, WI 53226414-774-9200tosapediatrics.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.3M

-1.6% from 2015

Total participants

-11.8% from 2015

Average account balance

$755,746

+11.5% from 2015

Annual return

5.69%

+5.05 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.96M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

138.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$376K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38570

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$1.2M

$90442 / participant

Other / not subdivided$1M100.0%

% of EOY assets

10.372%

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

$755,746

$181,896+315.5%

$156,551+382.7%

$273,972+175.8%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

5.69%

30.74%-25.0pp

32.23%-26.5pp

41.46%-35.8pp

Employer contribution / active EE

$21,625

$6,248+246.1%

$5,501+293.1%

$4,869+344.2%

Participant deferral / active EE

$5,550-100.0%

$4,871-100.0%

$5,287-100.0%

Admin fee / account holder

$78,383

$15,560+403.7%

$13,028+501.6%

$10,133+673.6%

RICHER, MARTIN, TIMM, S.C. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RICHER, MARTIN, TIMM, S.C. EMPLOYEES' PROFIT SHARING RETIREMENT 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