Retirement plan

CENTER FOR NEUROLOGICAL DISORDERS SC

Name: CENTER FOR NEUROLOGICAL DISORDERS SC - CENTER FOR NEUROLOGICAL DISORDERS SC (2023) Form 5500
Creator: CENTER FOR NEUROLOGICAL DISORDERS SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR NEUROLOGICAL DISORDERS SC, CENTER FOR NEUROLOGICAL DISORDERS SC

CENTER FOR NEUROLOGICAL DISORDERS SCEIN 39-1655667Plan #001PY 2023

3237 S 16TH ST - MILWAUKEE, WI 532154526414-769-4040cndmilwaukee.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$761K

+7.8% from 2022

Total participants

+27.3% from 2022

Average account balance

$58,513

-8.7% from 2022

Annual return

15.13%

+32.16 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

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

$196K

$14034 / participant

Other / not subdivided$196K100.0%

% of EOY assets

25.829%

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

$58,513

$175,231-66.6%

$149,696-60.9%

$139,466-58.0%

Participation rate

92.9%

83.4%+9.5pp

78.8%+14.1pp

80.3%+12.5pp

Annual return

15.13%

166.77%-151.6pp

134.46%-119.3pp

373.66%-358.5pp

Employer contribution / active EE

$2,685

$5,478-51.0%

$4,821-44.3%

$4,754-43.5%

Participant deferral / active EE

$7,665

$6,521+17.5%

$5,682+34.9%

$6,712+14.2%

Admin fee / account holder

$15,113

$16,155-6.4%

$13,212+14.4%

$11,409+32.5%

CENTER FOR NEUROLOGICAL DISORDERS SC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR NEUROLOGICAL DISORDERS SC

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