Retirement plan

OREGON FAMILY DENTAL, P.C. RETIREMENT PLAN

Name: OREGON FAMILY DENTAL, P.C. - OREGON FAMILY DENTAL, P.C. RETIREMENT PLAN (2019) Form 5500
Creator: OREGON FAMILY DENTAL, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON FAMILY DENTAL, P.C. RETIREMENT PLAN, OREGON FAMILY DENTAL, P.C.

OREGON FAMILY DENTAL, P.C.EIN 47-0913124Plan #001PY 2019

4186 QUEST DRIVE - EUGENE, OR 97402541-344-7900oregonfamilydental.orgLinkedIn11-50 employeesentertainment

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$147K

+122.7% from 2018

Total participants

-9.1% from 2018

Average account balance

$18,364

+94.8% from 2018

Annual return

23.45%

+23.45 pp from 2018

Benchmarks

See 104,312 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,312 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$528K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$930

$103 / participant

Other / not subdivided$930100.0%

% of EOY assets

0.633%

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

$18,364

$202,345-90.9%

$172,755-89.4%

$152,885-88.0%

Participation rate

77.8%

87.1%-9.3pp

82.6%-4.9pp

82.5%-4.7pp

Annual return

23.45%

1029.77%-1006.3pp

802.94%-779.5pp

345.39%-321.9pp

Employer contribution / active EE

$1,750

$5,858-70.1%

$5,144-66.0%

$4,763-63.3%

Participant deferral / active EE

$5,523

$5,948-7.2%

$5,198+6.3%

$5,851-5.6%

Admin fee / account holder

$116

$17,111-99.3%

$13,955-99.2%

$11,598-99.0%

OREGON FAMILY DENTAL, P.C. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OREGON FAMILY DENTAL, P.C. RETIREMENT 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