Retirement plan

YOUNG VETERINARY RESEARCH SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: YOUNG VETERINARY RESEARCH SERVICES, INC. - YOUNG VETERINARY RESEARCH SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: YOUNG VETERINARY RESEARCH SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOUNG VETERINARY RESEARCH SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST, YOUNG VETERINARY RESEARCH SERVICES, INC.

YOUNG VETERINARY RESEARCH SERVICES, INC.EIN 47-5130611Plan #002PY 2019

7243 EAST AVE. - TURLOCK, CA 95380209-632-1919youngvetresearchservices.comLinkedIn11-50 employeesveterinary

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4M

+22.9% from 2018

Total participants

+5.6% from 2018

Average account balance

$209,407

+16.4% from 2018

Annual return

23.50%

+32.95 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.52M

Not enough data

1 years with asset history on file

Average account balance

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

$185K

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.

190.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+20.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1822

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 codes2J3B3D3F

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

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

$66K

$6630 / participant

Other / not subdivided$66K100.0%

% of EOY assets

1.666%

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

$209,407

$103,038+103.2%

$90,324+131.8%

$152,909+36.9%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

23.50%

95.25%-71.8pp

78.15%-54.6pp

345.46%-322.0pp

Employer contribution / active EE

$3,141-100.0%

$2,856-100.0%

$4,764-100.0%

Participant deferral / active EE

$1,281

$4,282-70.1%

$3,885-67.0%

$5,851-78.1%

Admin fee / account holder

$3,490

$6,177-43.5%

$5,356-34.8%

$11,601-69.9%

YOUNG VETERINARY RESEARCH SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YOUNG VETERINARY RESEARCH SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

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