Retirement plan

MIDWEST NEUROSCIENCES ASSOCIATES 401K PROFIT SHARING PLAN

Name: NEUROSURGERY AND ENDOVASCULAR ASSOCIATES OF MILWAUKEE, S.C. - MIDWEST NEUROSCIENCES ASSOCIATES 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: NEUROSURGERY AND ENDOVASCULAR ASSOCIATES OF MILWAUKEE, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDWEST NEUROSCIENCES ASSOCIATES 401K PROFIT SHARING PLAN, NEUROSURGERY AND ENDOVASCULAR ASSOCIATES OF MILWAUKEE, S.C.

NEUROSURGERY AND ENDOVASCULAR ASSOCIATES OF MILWAUKEE, S.C.EIN 39-1832237Plan #002PY 2015

2901 W. KINNICKINNIC RIVER PKY, SUITE 201 - MILWAUKEE, WI 53215414-649-3232neuroendomke.comLinkedIn11-50 employees

Other plans on this EIN

1 filing

#003Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

No prior year

Total participants

No prior year

Average account balance

$75,330

No prior year

Annual return

-2.77%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.42M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

259.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$360K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+8.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1354

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 codes2E2G2J2R2T3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$885K

$38482 / participant

Other / not subdivided$885K100.0%

% of EOY assets

24.999%

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

$75,330

$168,635-55.3%

$147,617-49.0%

$125,389-39.9%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-2.77%

77.65%-80.4pp

61.98%-64.7pp

282.24%-285.0pp

Employer contribution / active EE

$5,699

$6,252-8.9%

$5,564+2.4%

$4,866+17.1%

Participant deferral / active EE

$6,251

$5,507+13.5%

$4,895+27.7%

$5,352+16.8%

Admin fee / account holder

$18,832

$13,580+38.7%

$11,612+62.2%

$9,541+97.4%

MIDWEST NEUROSCIENCES ASSOCIATES 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDWEST NEUROSCIENCES ASSOCIATES 401K 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