Retirement plan

SZMANDA DENTAL CENTER, SC 401(K) PLAN

Name: SZMANDA DENTAL CENTER, SC - SZMANDA DENTAL CENTER, SC 401(K) PLAN (2015) Form 5500
Creator: SZMANDA DENTAL CENTER, SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SZMANDA DENTAL CENTER, SC 401(K) PLAN, SZMANDA DENTAL CENTER, SC

SZMANDA DENTAL CENTER, SCEIN 39-1736146Plan #001PY 2015

3103 HUMMINGBIRD ROAD - WAUSAU, WI 54401715-845-3200szmandadental.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$980K

No prior year

Total participants

No prior year

Average account balance

$34,989

No prior year

Annual return

-1.58%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.26M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$287K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5732

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$94K

$3355 / participant

Other / not subdivided$94K100.0%

% of EOY assets

9.589%

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

$34,989

$75,832-53.9%

$147,617-76.3%

$59,633-41.3%

Participation rate

78.6%

71.6%+7.0pp

84.6%-6.0pp

68.7%+9.9pp

Annual return

-1.58%

0.37%-2.0pp

61.98%-63.6pp

2041.45%-2043.0pp

Employer contribution / active EE

$1,607

$3,485-53.9%

$5,564-71.1%

$2,203-27.1%

Participant deferral / active EE

$2,075

$3,131-33.7%

$4,895-57.6%

$3,192-35.0%

Admin fee / account holder

$3,355

$5,986-43.9%

$11,612-71.1%

$4,297-21.9%

SZMANDA DENTAL CENTER, SC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SZMANDA DENTAL CENTER, SC 401(K) 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