Retirement plan

GERIATRIC & PALLIATIVE SPECIALIST 401(K)PLAN

Name: GERIATRIC & PALLIATIVE SPECIALIST PC - GERIATRIC & PALLIATIVE SPECIALIST 401(K)PLAN (2016) Form 5500
Creator: GERIATRIC & PALLIATIVE SPECIALIST PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GERIATRIC & PALLIATIVE SPECIALIST 401(K)PLAN, GERIATRIC & PALLIATIVE SPECIALIST PC

GERIATRIC & PALLIATIVE SPECIALIST PCEIN 46-3373610Plan #001PY 2016

101 W UTICA ST - OSWEGO, NY 131263165315-216-4641cnygeriatric.orgLinkedIn1-10 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$190K

No prior year

Total participants

No prior year

Average account balance

$47,534

No prior year

Annual return

7.12%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.39M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1887

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 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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$47,534

$181,896-73.9%

$156,551-69.6%

$273,972-82.7%

Participation rate

66.7%

88.4%-21.7pp

84.0%-17.3pp

83.0%-16.3pp

Annual return

7.12%

30.74%-23.6pp

32.23%-25.1pp

41.46%-34.3pp

Employer contribution / active EE

$1,757

$6,248-71.9%

$5,501-68.1%

$4,869-63.9%

Participant deferral / active EE

$3,729

$5,550-32.8%

$4,871-23.4%

$5,287-29.5%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

GERIATRIC & PALLIATIVE SPECIALIST 401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GERIATRIC & PALLIATIVE SPECIALIST 401(K)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