Retirement plan

CENTRAL MN PEDIATRIC DENTISTS PA EMPLOYEES' PROFIT SHARING PLAN & TRUST

Name: CENTRAL MN PEDIATRIC DENTISTS PA - CENTRAL MN PEDIATRIC DENTISTS PA EMPLOYEES' PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: CENTRAL MN PEDIATRIC DENTISTS PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL MN PEDIATRIC DENTISTS PA EMPLOYEES' PROFIT SHARING PLAN & TRUST, CENTRAL MN PEDIATRIC DENTISTS PA

CENTRAL MN PEDIATRIC DENTISTS PAEIN 41-1387844Plan #002PY 2016

1900 CENTRACARE CIR STE 350 - SAINT CLOUD, MN 563035000320-253-0272LinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$2M

+21.8% from 2015

Total participants

+9.5% from 2015

Average account balance

$86,788

+11.3% from 2015

Annual return

12.63%

+17.56 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.57M

Not enough data

1 years with asset history on file

Average account balance

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

$265K

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.

123.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$315K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+13.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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 codes2B2E2H2J

Plan features

2B
Target benefit plan
Defined contribution plan whose contribution formula is designed to fund a targeted benefit at retirement.
2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$86,788

$181,896-52.3%

$156,551-44.6%

$273,972-68.3%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

12.63%

30.74%-18.1pp

32.23%-19.6pp

41.46%-28.8pp

Employer contribution / active EE

$6,988

$6,248+11.8%

$5,501+27.0%

$4,869+43.5%

Participant deferral / active EE

$202

$5,550-96.4%

$4,871-95.8%

$5,287-96.2%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

CENTRAL MN PEDIATRIC DENTISTS PA EMPLOYEES' PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTRAL MN PEDIATRIC DENTISTS PA EMPLOYEES' PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion