Retirement plan

ZIMMER BIOMET OLIVER STANBERY 401(K) PLAN

Name: OLIVER STANBERY ORTHOPEDICS, LLC - ZIMMER BIOMET OLIVER STANBERY 401(K) PLAN (2017) Form 5500
Creator: OLIVER STANBERY ORTHOPEDICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZIMMER BIOMET OLIVER STANBERY 401(K) PLAN, OLIVER STANBERY ORTHOPEDICS, LLC

OLIVER STANBERY ORTHOPEDICS, LLCEIN 47-4913914Plan #001PY 2017

13157 MIDDLETOWN INDUSTRIAL BLVD., SUITE C - LOUISVILLE, KY 40223502-244-0028

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+36.6% from 2016

Total participants

104

+18.2% from 2016

Average account balance

$30,287

+11.6% from 2016

Annual return

20.66%

-3.48 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.18M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

164

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.

66.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$912K

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

+19.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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

1 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 codes2E2J2F2G3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$200K

$2221 / participant

Other / not subdivided$200K100.0%

% of EOY assets

7.096%

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

$30,287

$84,236-64.0%

$170,439-82.2%

$70,124-56.8%

Participation rate

87.8%

70.8%+16.9pp

83.6%+4.2pp

69.5%+18.2pp

Annual return

20.66%

23.06%-2.4pp

205.94%-185.3pp

73.14%-52.5pp

Employer contribution / active EE

$3,387-100.0%

$5,433-100.0%

$2,342-100.0%

Participant deferral / active EE

$5,877

$3,086+90.5%

$4,939+19.0%

$3,332+76.4%

Admin fee / account holder

$2,149

$5,698-62.3%

$13,881-84.5%

$4,645-53.7%

ZIMMER BIOMET OLIVER STANBERY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZIMMER BIOMET OLIVER STANBERY 401(K) 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