Retirement plan

CENTER FOR NEUROLOGICAL DISORDERS,S.C. PROFIT SHARING PLAN

Name: CENTER FOR NEUROLOGICAL DISORDER,SC - CENTER FOR NEUROLOGICAL DISORDERS,S.C. PROFIT SHARING PLAN (2017) Form 5500
Creator: CENTER FOR NEUROLOGICAL DISORDER,SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR NEUROLOGICAL DISORDERS,S.C. PROFIT SHARING PLAN, CENTER FOR NEUROLOGICAL DISORDER,SC

CENTER FOR NEUROLOGICAL DISORDER,SCEIN 39-1655667Plan #001PY 2017

3237 SOUTH 16TH STREET - MILWAUKEE, WI 53215414-769-4040cndmilwaukee.comLinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$634K

No prior year

Total participants

No prior year

Average account balance

$70,401

No prior year

Annual return

13.20%

No prior year

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$966K

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2642

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$460

$92 / participant

Other / not subdivided$460100.0%

% of EOY assets

0.073%

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

$70,401

$198,457-64.5%

$170,435-58.7%

$147,586-52.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

13.20%

257.30%-244.1pp

205.94%-192.7pp

578.59%-565.4pp

Employer contribution / active EE

$4,491

$6,183-27.4%

$5,432-17.3%

$4,876-7.9%

Participant deferral / active EE

$12,210

$5,629+116.9%

$4,939+147.2%

$5,439+124.5%

Admin fee / account holder

$51

$16,852-99.7%

$13,881-99.6%

$10,886-99.5%

CENTER FOR NEUROLOGICAL DISORDERS,S.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR NEUROLOGICAL DISORDERS,S.C. 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