Retirement plan

ANNE ARUNDEL DERMATOLOGY, P.A. PROFIT SHARING PLAN

Name: ANNE ARUNDEL DERMATOLOGY, P.A. - ANNE ARUNDEL DERMATOLOGY, P.A. PROFIT SHARING PLAN (2016) Form 5500
Creator: ANNE ARUNDEL DERMATOLOGY, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANNE ARUNDEL DERMATOLOGY, P.A. PROFIT SHARING PLAN, ANNE ARUNDEL DERMATOLOGY, P.A.

ANNE ARUNDEL DERMATOLOGY, P.A.EIN 52-1415148Plan #002PY 2016

877 BALTIMORE ANNAPOLIS BLVD., SUITE 100 - SEVERNA PARK, MD 21146410-384-9311aadermatology.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$12.1M

+19.7% from 2015

Total participants

371

+36.4% from 2015

Average account balance

$47,018

-30.0% from 2015

Annual return

7.35%

+6.93 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC. ANNAPOLIS Service code 15 · EIN 41-1944416	Recordkeeping	$2,175
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399	Recordkeeping	$412
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113	Insurance Broker	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$8 / participant

Contract admin$2K100.0%

% of EOY assets

0.021%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HANDWERGER, CARDEGNA, FUNKHOUSER, &
Auditor EIN: 521399339
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,018

$36,916+27.4%

$156,549-70.0%

$57,658-18.5%

Participation rate

61.8%

63.4%-1.6pp

84.0%-22.2pp

70.2%-8.4pp

Annual return

7.35%

12.38%-5.0pp

32.23%-24.9pp

5.13%+2.2pp

Employer contribution / active EE

$3,112

$1,571+98.2%

$5,501-43.4%

$1,974+57.7%

Participant deferral / active EE

$2,700

$1,926+40.2%

$4,871-44.6%

$3,061-11.8%

Admin fee / account holder

$10

$82-88.3%

$13,027-99.9%

$95-89.8%

Provider

Service type

Compensation

NEWPORT GROUP, INC.1 year

Filed as: NEWPORT GROUP, INC. ANNAPOLIS

Service code 15 · EIN 41-1944416

Recordkeeping

$2,175

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO

Service code 15 · EIN 36-6071399

Recordkeeping

$412

MORGAN STANLEY SMITH BARNEY2+ years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 22 · EIN 51-0116113

Insurance Broker

ANNE ARUNDEL DERMATOLOGY, P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANNE ARUNDEL DERMATOLOGY, P.A. 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