Retirement plan

MATTHEIS HARTFORD DENTAL CLINIC, P, C, 401(K) PROFIT SHARING PLAN

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

MATTHEIS HARTFORD DENTAL CLINICEIN 45-4050698Plan #001PY 2017

304 W. HWY 38, SUITE 138, P.O. BOX 757 - HARTFORD, SD 57033605-528-6750

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$554K

+66.6% from 2016

Total participants

+12.5% from 2016

Average account balance

$61,550

+48.1% from 2016

Annual return

44.90%

+39.86 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

$1.66M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

84.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1038

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 codes2E2F2J

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).
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

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

$6K

$694 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.127%

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

$61,550

$198,457-69.0%

$170,435-63.9%

$147,586-58.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

44.90%

257.30%-212.4pp

205.94%-161.0pp

578.59%-533.7pp

Employer contribution / active EE

$2,950

$6,183-52.3%

$5,432-45.7%

$4,876-39.5%

Participant deferral / active EE

$5,758

$5,629+2.3%

$4,939+16.6%

$5,439+5.9%

Admin fee / account holder

$694

$16,852-95.9%

$13,881-95.0%

$10,886-93.6%

MATTHEIS HARTFORD DENTAL CLINIC, P, C, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MATTHEIS HARTFORD DENTAL CLINIC, P, C, 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