Retirement plan

JEFFREY J TWOHIG, DDS, SC 401(K) PROFIT SHARING PLAN

Name: JEFFREY J TWOHIG, DDS, SC - JEFFREY J TWOHIG, DDS, SC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: JEFFREY J TWOHIG, DDS, SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEFFREY J TWOHIG, DDS, SC 401(K) PROFIT SHARING PLAN, JEFFREY J TWOHIG, DDS, SC

JEFFREY J TWOHIG, DDS, SCEIN 39-1770009Plan #001PY 2017

52 S MARR ST - FOND DU LAC, WI 549354337920-923-2100

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+6.6% from 2016

Total participants

0.0% from 2016

Average account balance

$172,018

+6.6% from 2016

Annual return

7.44%

+2.81 pp from 2016

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

$3.09M

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$816

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$129K

$16104 / participant

Other / not subdivided$129K100.0%

% of EOY assets

8.322%

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

$172,018

$198,457-13.3%

$170,435+0.9%

$147,586+16.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

7.44%

257.30%-249.9pp

205.94%-198.5pp

578.59%-571.2pp

Employer contribution / active EE

$7,593

$6,183+22.8%

$5,432+39.8%

$4,876+55.7%

Participant deferral / active EE

$6,902

$5,629+22.6%

$4,939+39.7%

$5,439+26.9%

Admin fee / account holder

$14,315

$16,852-15.1%

$13,881+3.1%

$10,886+31.5%

JEFFREY J TWOHIG, DDS, SC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEFFREY J TWOHIG, DDS, SC 401(K) 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