Retirement plan

COUNTRYSIDE FAMILY PRACTICE EMPLOYEE RETIREMENT PLAN

Name: COUNTRYSIDE FAMILY PRACTICE - COUNTRYSIDE FAMILY PRACTICE EMPLOYEE RETIREMENT PLAN (2020) Form 5500
Creator: COUNTRYSIDE FAMILY PRACTICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COUNTRYSIDE FAMILY PRACTICE EMPLOYEE RETIREMENT PLAN, COUNTRYSIDE FAMILY PRACTICE

COUNTRYSIDE FAMILY PRACTICEEIN 54-1691172Plan #003PY 2020

8255 EAST MAIN STREET - MARSHALL, VA 20115540-364-1581

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+22.0% from 2019

Total participants

0.0% from 2019

Average account balance

$96,225

+17.8% from 2019

Annual return

17.68%

+6.01 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.18M

Not enough data

1 years with asset history on file

Average account balance

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

$246K

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.

170.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$179K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+12.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24595

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 codes2F2G2T

Plan features

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.
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.

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

$75K

$5387 / participant

Other / not subdivided$75K100.0%

% of EOY assets

2.702%

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

$96,225

$209,422-54.1%

$178,503-46.1%

$158,982-39.5%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

17.68%

188.81%-171.1pp

151.12%-133.4pp

302.99%-285.3pp

Employer contribution / active EE

$5,422

$5,707-5.0%

$5,011+8.2%

$4,763+13.8%

Participant deferral / active EE

$7,002

$5,955+17.6%

$5,202+34.6%

$5,983+17.0%

Admin fee / account holder

$2,600

$17,079-84.8%

$13,987-81.4%

$11,252-76.9%

COUNTRYSIDE FAMILY PRACTICE EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COUNTRYSIDE FAMILY PRACTICE EMPLOYEE RETIREMENT 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