Retirement plan

DUBUQUE INTERNAL MEDICINE PC PROFIT SHARING PLAN AND TRUST

Name: DUBUQUE INTERNAL MEDICINE PC - DUBUQUE INTERNAL MEDICINE PC PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: DUBUQUE INTERNAL MEDICINE PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUBUQUE INTERNAL MEDICINE PC PROFIT SHARING PLAN AND TRUST, DUBUQUE INTERNAL MEDICINE PC

DUBUQUE INTERNAL MEDICINE PCEIN 42-0848123Plan #001PY 2015

1515 DELHI STREET, SUITE 100 - DUBUQUE, IA 52001563-557-9111

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$45.6M

No prior year

Total participants

353

No prior year

Average account balance

$135,300

No prior year

Annual return

0.08%

No prior year

Benchmarks

See 3,168 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,168 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$91.26M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

472

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.

94.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.45M

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$450

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1+ years Service code 16 2001 WESTOWN PARKWAY · WEST DES MOINES, IA 50265	Consulting	$50,440
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$1,382

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$57K

$181 / participant

Other / not subdivided$57K100.0%

% of EOY assets

0.125%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WEGNER CPAS, LLP
Auditor EIN: 390974031
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$135,300

$37,117+264.5%

$147,617-8.3%

$55,191+145.1%

Participation rate

94.9%

63.6%+31.3pp

84.6%+10.3pp

69.2%+25.7pp

Annual return

0.08%

3.44%-3.4pp

61.98%-61.9pp

10.78%-10.7pp

Employer contribution / active EE

$1,661

$1,620+2.5%

$5,564-70.1%

$1,899-12.5%

Participant deferral / active EE

$4,637

$1,985+133.6%

$4,895-5.3%

$3,046+52.2%

Admin fee / account holder

$169

$86+97.0%

$11,612-98.5%

$91+85.7%

Provider

Service type

Compensation

LPL FINANCIAL1+ years

Service code 16

2001 WESTOWN PARKWAY · WEST DES MOINES, IA 50265

Consulting

$50,440

T ROWE PRICE RPS INC1+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$1,382

DUBUQUE INTERNAL MEDICINE PC PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUBUQUE INTERNAL MEDICINE PC PROFIT SHARING PLAN AND TRUST

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