Retirement plan

MERCER ALLERGY & PULMONARY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Name: MERCER ALLERGY & PULMONARY ASSOCIATES, LLC - MERCER ALLERGY & PULMONARY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: MERCER ALLERGY & PULMONARY ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MERCER ALLERGY & PULMONARY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, MERCER ALLERGY & PULMONARY ASSOCIATES, LLC

MERCER ALLERGY & PULMONARY ASSOCIATES, LLCEIN 46-4242605Plan #001PY 2020

1544 KUSER ROAD, SUITE C-6 - TRENTON, NJ 08619609-581-9900

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$614K

+37.9% from 2019

Total participants

+9.1% from 2019

Average account balance

$68,171

+7.3% from 2019

Annual return

13.62%

-1.86 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4805

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 codes2E2F2J2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$68,171

$209,425-67.4%

$178,499-61.8%

$158,966-57.1%

Participation rate

72.7%

86.4%-13.6pp

81.9%-9.2pp

82.0%-9.2pp

Annual return

13.62%

188.80%-175.2pp

151.10%-137.5pp

302.95%-289.3pp

Employer contribution / active EE

$2,536

$5,707-55.6%

$5,011-49.4%

$4,762-46.8%

Participant deferral / active EE

$7,286

$5,955+22.3%

$5,202+40.1%

$5,983+21.8%

Admin fee / account holder

$17,078-100.0%

$13,986-100.0%

$11,250-100.0%

MERCER ALLERGY & PULMONARY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MERCER ALLERGY & PULMONARY ASSOCIATES, LLC 401(K) PROFIT SHARING 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