Retirement plan

CASCADE ENDODONTIC GROUP 401(K) RETIREMENT PLAN

Name: CASCADE ENDODONTIC GROUP - CASCADE ENDODONTIC GROUP 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: CASCADE ENDODONTIC GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASCADE ENDODONTIC GROUP 401(K) RETIREMENT PLAN, CASCADE ENDODONTIC GROUP

CASCADE ENDODONTIC GROUPEIN 46-2420328Plan #001PY 2018

1590 NE WILLIAMSON BLVD. - BEND, OR 97701541-388-1500LinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$481K

+10.2% from 2017

Total participants

+25.0% from 2017

Average account balance

$60,134

-3.6% from 2017

Annual return

-10.33%

-40.13 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$411K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

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

+5.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67489

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 codes2E2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$60,134

$180,459-66.7%

$154,108-61.0%

$135,380-55.6%

Participation rate

77.8%

87.4%-9.6pp

83.0%-5.3pp

82.6%-4.9pp

Annual return

-10.33%

888.21%-898.5pp

735.21%-745.5pp

519.81%-530.1pp

Employer contribution / active EE

$3,162

$6,035-47.6%

$5,298-40.3%

$4,779-33.8%

Participant deferral / active EE

$6,804

$5,806+17.2%

$5,081+33.9%

$5,609+21.3%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

CASCADE ENDODONTIC GROUP 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CASCADE ENDODONTIC GROUP 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion