Retirement plan

PETER D. WENDELL D.D.S 401 K PROFIT SHARING PLAN TRUST

Name: PETER D WENDELL DDS - PETER D. WENDELL D.D.S 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: PETER D WENDELL DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETER D. WENDELL D.D.S 401 K PROFIT SHARING PLAN TRUST, PETER D WENDELL DDS

PETER D WENDELL DDSEIN 54-2046515Plan #001PY 2017

4097 IRONBOUND ROAD SUITE A - WILLIAMSBURG, VA 23188757-876-1611williamsburgorthodontics.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$677K

-18.6% from 2016

Total participants

+30.0% from 2016

Average account balance

$56,455

-32.2% from 2016

Annual return

9.91%

+3.88 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

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15895

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 codes2E2F2G2J2T3D

Plan features

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.
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

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

$314K

$26207 / participant

Other / not subdivided$314K100.0%

% of EOY assets

46.421%

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

$56,455

$198,462-71.6%

$170,439-66.9%

$147,585-61.7%

Participation rate

91.7%

88.0%+3.7pp

83.6%+8.1pp

82.8%+8.8pp

Annual return

9.91%

257.30%-247.4pp

205.94%-196.0pp

578.58%-568.7pp

Employer contribution / active EE

$2,453

$6,184-60.3%

$5,433-54.9%

$4,876-49.7%

Participant deferral / active EE

$3,929

$5,629-30.2%

$4,939-20.5%

$5,439-27.8%

Admin fee / account holder

$26,207

$16,852+55.5%

$13,881+88.8%

$10,886+140.7%

PETER D. WENDELL D.D.S 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETER D. WENDELL D.D.S 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