Retirement plan

CENTER FOR NEUROLOGICAL DISORDERS SC PROFIT SHARING PLAN

Name: CENTER FOR NUEROLOGICAL DISORDERS SC - CENTER FOR NEUROLOGICAL DISORDERS SC PROFIT SHARING PLAN (2020) Form 5500
Creator: CENTER FOR NUEROLOGICAL DISORDERS SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR NEUROLOGICAL DISORDERS SC PROFIT SHARING PLAN, CENTER FOR NUEROLOGICAL DISORDERS SC

CENTER FOR NUEROLOGICAL DISORDERS SCEIN 39-1655667Plan #001PY 2020

3267 S 16TH ST - MILWAUKEE, WI 532154500414-769-4040cndmilwaukee.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$624K

+18.0% from 2019

Total participants

+50.0% from 2019

Average account balance

$51,982

-21.3% from 2019

Annual return

22.40%

+22.02 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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

$137K

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

+23.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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

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

$185K

$15409 / participant

Other / not subdivided$185K100.0%

% of EOY assets

29.642%

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

$51,982

$209,428-75.2%

$178,498-70.9%

$158,950-67.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

22.40%

188.78%-166.4pp

151.09%-128.7pp

302.91%-280.5pp

Employer contribution / active EE

$3,313

$5,707-42.0%

$5,011-33.9%

$4,762-30.4%

Participant deferral / active EE

$10,150

$5,955+70.4%

$5,202+95.1%

$5,983+69.7%

Admin fee / account holder

$15,409

$17,077-9.8%

$13,985+10.2%

$11,248+37.0%

CENTER FOR NEUROLOGICAL DISORDERS SC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR NEUROLOGICAL DISORDERS SC 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