Retirement plan

ANIMAL HEALTH CLINIC PROFIT SHARING AND 401(K) PLAN

Name: ANIMAL HEALTH CLINIC, P.C. - ANIMAL HEALTH CLINIC PROFIT SHARING AND 401(K) PLAN (2017) Form 5500
Creator: ANIMAL HEALTH CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANIMAL HEALTH CLINIC PROFIT SHARING AND 401(K) PLAN, ANIMAL HEALTH CLINIC, P.C.

ANIMAL HEALTH CLINIC, P.C.EIN 45-0335088Plan #001PY 2017

1441 UNIVERSITY DR SOUTH - FARGO, ND 58103701-237-9310ahcfargo.comLinkedIn11-50 employeesveterinary

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.4M

+22.1% from 2016

Total participants

+13.8% from 2016

Average account balance

$81,487

+5.2% from 2016

Annual return

15.99%

+12.78 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.94M

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.

120.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3344

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2J2T3D

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$91K

$3516 / participant

Other / not subdivided$91K100.0%

% of EOY assets

3.869%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,487

$85,766-5.0%

$136,294-40.2%

$70,131+16.2%

Participation rate

84.6%

74.2%+10.5pp

81.9%+2.7pp

69.5%+15.1pp

Annual return

15.99%

31.45%-15.5pp

5155.94%-5139.9pp

73.14%-57.1pp

Employer contribution / active EE

$4,269

$2,966+43.9%

$4,695-9.1%

$2,342+82.3%

Participant deferral / active EE

$3,780

$5,051-25.2%

$6,247-39.5%

$3,332+13.4%

Admin fee / account holder

$3,152

$5,420-41.8%

$9,243-65.9%

$4,645-32.1%

ANIMAL HEALTH CLINIC PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANIMAL HEALTH CLINIC PROFIT SHARING AND 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