Retirement plan

ORANGE COUNTY CHILD NEUROLOGY 401(K) PROFIT SHARING PLAN

Name: ORANGE COUNTY CHILD NEUROLOGY - ORANGE COUNTY CHILD NEUROLOGY 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: ORANGE COUNTY CHILD NEUROLOGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORANGE COUNTY CHILD NEUROLOGY 401(K) PROFIT SHARING PLAN, ORANGE COUNTY CHILD NEUROLOGY

ORANGE COUNTY CHILD NEUROLOGYEIN 45-2701916Plan #001PY 2020

30131 TOWN CENTER DRIVE, SUITE 237 - LAGUNA NIGUEL, CA 92677949-495-6100

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$279K

-12.2% from 2019

Total participants

-50.0% from 2019

Average account balance

$278,926

+75.7% from 2019

Annual return

-24.45%

-24.45 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$512K

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+10.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1766

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$120K

$119723 / participant

Other / not subdivided$120K100.0%

% of EOY assets

42.923%

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

$278,926

$209,422+33.2%

$178,503+56.3%

$158,982+75.4%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

-24.45%

188.81%-213.3pp

151.12%-175.6pp

302.99%-327.4pp

Employer contribution / active EE

$21,329

$5,707+273.7%

$5,011+325.6%

$4,763+347.8%

Participant deferral / active EE

$19,500

$5,955+227.5%

$5,202+274.8%

$5,983+225.9%

Admin fee / account holder

$119,723

$17,079+601.0%

$13,987+756.0%

$11,252+964.1%

ORANGE COUNTY CHILD NEUROLOGY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORANGE COUNTY CHILD NEUROLOGY 401(K) PROFIT SHARING 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