Retirement plan

UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A. PENSION PLAN

Name: UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A. - UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A. PENSION PLAN (2017) Form 5500
Creator: UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A. PENSION PLAN, UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A.

UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A.EIN 52-2004514Plan #001PY 2017

22 S GREENE ST STE S-12-D - BALTIMORE, MD 212011544410-328-7631LinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$604K assets

Prospect flagsLow returnsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$2.5M

+14.8% from 2016

Total participants

+3.4% from 2016

Average account balance

$230,483

+25.2% from 2016

Annual return

8.72%

+9.83 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

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+3.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$257847

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 codes2A2C2G

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).
2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$230,483

$84,236+173.6%

$170,435+35.2%

$70,126+228.7%

Participation rate

36.7%

70.8%-34.2pp

83.6%-46.9pp

69.5%-32.9pp

Annual return

8.72%

23.06%-14.3pp

205.94%-197.2pp

73.15%-64.4pp

Employer contribution / active EE

$4,474

$3,387+32.1%

$5,432-17.6%

$2,343+91.0%

Participant deferral / active EE

$3,086-100.0%

$4,939-100.0%

$3,332-100.0%

Admin fee / account holder

$5,698-100.0%

$13,881-100.0%

$4,645-100.0%

UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion