Retirement plan

EARL R CROUCH, JR, MD, FACS, PC EMPLOYEES 401K PROFIT SHARING PLAN

Name: EARL R CROUCH, JR, MD, FACS, PC - EARL R CROUCH, JR, MD, FACS, PC EMPLOYEES 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: EARL R CROUCH, JR, MD, FACS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EARL R CROUCH, JR, MD, FACS, PC EMPLOYEES 401K PROFIT SHARING PLAN, EARL R CROUCH, JR, MD, FACS, PC

EARL R CROUCH, JR, MD, FACS, PCEIN 54-1092710Plan #001PY 2017

880 KEMPSVILLE ROAD, SUITE 2500 - NORFOLK, VA 23502757-461-0050virginiapediatriceye.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.4M

+10.0% from 2016

Total participants

+23.1% from 2016

Average account balance

$292,662

-4.6% from 2016

Annual return

13.30%

+6.84 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.24M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

182.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$197K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1744

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$244K

$17450 / participant

Other / not subdivided$244K100.0%

% of EOY assets

5.565%

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

$292,662

$198,462+47.5%

$170,439+71.7%

$147,585+98.3%

Participation rate

92.9%

88.0%+4.9pp

83.6%+9.3pp

82.8%+10.0pp

Annual return

13.30%

257.30%-244.0pp

205.94%-192.6pp

578.58%-565.3pp

Employer contribution / active EE

$2,143

$6,184-65.3%

$5,433-60.6%

$4,876-56.1%

Participant deferral / active EE

$4,528

$5,629-19.6%

$4,939-8.3%

$5,439-16.8%

Admin fee / account holder

$16,287

$16,852-3.4%

$13,881+17.3%

$10,886+49.6%

EARL R CROUCH, JR, MD, FACS, PC EMPLOYEES 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EARL R CROUCH, JR, MD, FACS, PC EMPLOYEES 401K 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