Retirement plan

GATEWAY ORAL & MAXILLOFACIAL SURGEONS OF ST LOUIS PC SAFE HARBOR PL

Name: GATEWAY ORAL & MAXILLOFACIAL SURGEONS OF ST LOUIS PC - GATEWAY ORAL & MAXILLOFACIAL SURGEONS OF ST LOUIS PC SAFE HARBOR PL (2017) Form 5500
Creator: GATEWAY ORAL & MAXILLOFACIAL SURGEONS OF ST LOUIS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GATEWAY ORAL & MAXILLOFACIAL SURGEONS OF ST LOUIS PC SAFE HARBOR PL, GATEWAY ORAL & MAXILLOFACIAL SURGEONS OF ST LOUIS PC

GATEWAY ORAL & MAXILLOFACIAL SURGEONS OF ST LOUIS PCEIN 43-1564758Plan #001PY 2017

4585 WASHINGTON STREET - FLORISSANT, MO 63033314-921-1129gatewayoralstl.comLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+21.6% from 2016

Total participants

+5.0% from 2016

Average account balance

$92,665

+43.0% from 2016

Annual return

15.00%

-3.03 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

$3.11M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

262.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3138

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

$72K

$4248 / participant

Other / not subdivided$72K100.0%

% of EOY assets

4.584%

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

$92,665

$198,457-53.3%

$170,435-45.6%

$147,586-37.2%

Participation rate

76.5%

88.0%-11.5pp

83.6%-7.1pp

82.8%-6.4pp

Annual return

15.00%

257.30%-242.3pp

205.94%-190.9pp

578.59%-563.6pp

Employer contribution / active EE

$5,278

$6,183-14.6%

$5,432-2.8%

$4,876+8.2%

Participant deferral / active EE

$3,975

$5,629-29.4%

$4,939-19.5%

$5,439-26.9%

Admin fee / account holder

$4,248

$16,852-74.8%

$13,881-69.4%

$10,886-61.0%

GATEWAY ORAL & MAXILLOFACIAL SURGEONS OF ST LOUIS PC SAFE HARBOR PL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GATEWAY ORAL & MAXILLOFACIAL SURGEONS OF ST LOUIS PC SAFE HARBOR PL

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