Retirement plan

DRS. PERRINE, WILEY & POTTS, P.A. EMPLOYEE'S PROFIT SHARING PLAN

Name: DRS. PERRINE, WILEY & POTTS, P.A. - DRS. PERRINE, WILEY & POTTS, P.A. EMPLOYEE'S PROFIT SHARING PLAN (2016) Form 5500
Creator: DRS. PERRINE, WILEY & POTTS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRS. PERRINE, WILEY & POTTS, P.A. EMPLOYEE'S PROFIT SHARING PLAN, DRS. PERRINE, WILEY & POTTS, P.A.

DRS. PERRINE, WILEY & POTTS, P.A.EIN 56-0986202Plan #002PY 2016

2300 WAYNE MEMORIAL DR STE C - GOLDSBORO, NC 275341747919-735-5999

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

No prior year

Total participants

No prior year

Average account balance

$128,538

No prior year

Annual return

4.87%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1019

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 codes2E2J

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.

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

$13K

$963 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.874%

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

$128,538

$181,896-29.3%

$156,551-17.9%

$273,972-53.1%

Participation rate

85.7%

88.4%-2.7pp

84.0%+1.7pp

83.0%+2.7pp

Annual return

4.87%

30.74%-25.9pp

32.23%-27.4pp

41.46%-36.6pp

Employer contribution / active EE

$7,058

$6,248+13.0%

$5,501+28.3%

$4,869+45.0%

Participant deferral / active EE

$2,109

$5,550-62.0%

$4,871-56.7%

$5,287-60.1%

Admin fee / account holder

$1,123

$15,560-92.8%

$13,028-91.4%

$10,133-88.9%

DRS. PERRINE, WILEY & POTTS, P.A. EMPLOYEE'S PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DRS. PERRINE, WILEY & POTTS, P.A. EMPLOYEE'S 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