Retirement plan

ARBOR HEIGHTS FAMILY MEDICINE, P.C. 401(K) PROFIT SHARING PLAN

Name: ARBOR HEIGHTS FAMILY MEDICINE, P.C. - ARBOR HEIGHTS FAMILY MEDICINE, P.C. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: ARBOR HEIGHTS FAMILY MEDICINE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARBOR HEIGHTS FAMILY MEDICINE, P.C. 401(K) PROFIT SHARING PLAN, ARBOR HEIGHTS FAMILY MEDICINE, P.C.

ARBOR HEIGHTS FAMILY MEDICINE, P.C.EIN 47-0560917Plan #002PY 2018

8720 FREDERICK STREET, SUITE 100 - OMAHA, NE 681243071402-397-0700arborheightsfamilymedicine.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

-34.0% from 2017

Total participants

-8.3% from 2017

Average account balance

$266,211

-34.0% from 2017

Annual return

1.11%

-14.07 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

$2.30M

Not enough data

1 years with asset history on file

Average account balance

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

$209K

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

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3953

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 codes2E2F2G3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.7M

$192233 / participant

Other / not subdivided$2M100.0%

% of EOY assets

59.082%

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

$266,211

$180,459+47.5%

$154,108+72.7%

$135,380+96.6%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

1.11%

888.21%-887.1pp

735.21%-734.1pp

519.81%-518.7pp

Employer contribution / active EE

$14,316

$6,035+137.2%

$5,298+170.2%

$4,779+199.6%

Participant deferral / active EE

$4,679

$5,806-19.4%

$5,081-7.9%

$5,609-16.6%

Admin fee / account holder

$157,282

$16,145+874.2%

$13,411+1072.7%

$10,828+1352.5%

ARBOR HEIGHTS FAMILY MEDICINE, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARBOR HEIGHTS FAMILY MEDICINE, 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