Retirement plan

MID-VALLEY DENTAL, S.C. PROFIT SHARING 401(K) PLAN

Name: MID-VALLEY DENTAL, S.C. - MID-VALLEY DENTAL, S.C. PROFIT SHARING 401(K) PLAN (2018) Form 5500
Creator: MID-VALLEY DENTAL, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MID-VALLEY DENTAL, S.C. PROFIT SHARING 401(K) PLAN, MID-VALLEY DENTAL, S.C.

MID-VALLEY DENTAL, S.C.EIN 39-1852354Plan #001PY 2018

1350 WITTMANN DR - MENASHA, WI 54952920-729-6322

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-19.9% from 2017

Total participants

+40.0% from 2017

Average account balance

$114,731

-38.4% from 2017

Annual return

-8.79%

-22.94 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.64M

Not enough data

1 years with asset history on file

Average account balance

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

$331K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4643

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

$322K

$29236 / participant

Other / not subdivided$322K100.0%

% of EOY assets

21.562%

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

$114,731

$180,459-36.4%

$154,108-25.6%

$135,380-15.3%

Participation rate

90.9%

87.4%+3.5pp

83.0%+7.9pp

82.6%+8.3pp

Annual return

-8.79%

888.21%-897.0pp

735.21%-744.0pp

519.81%-528.6pp

Employer contribution / active EE

$1,746

$6,035-71.1%

$5,298-67.0%

$4,779-63.5%

Participant deferral / active EE

$7,070

$5,806+21.8%

$5,081+39.1%

$5,609+26.0%

Admin fee / account holder

$24,739

$16,145+53.2%

$13,411+84.5%

$10,828+128.5%

MID-VALLEY DENTAL, S.C. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MID-VALLEY DENTAL, S.C. PROFIT SHARING 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