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 (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$741K

-52.0% from 2016

Total participants

+14.3% from 2016

Average account balance

$49,378

-61.6% from 2016

Annual return

12.73%

+7.86 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

$1.2M

$76667 / participant

Other / not subdivided$1M100.0%

% of EOY assets

155.266%

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

$49,378

$198,457-75.1%

$170,435-71.0%

$147,586-66.5%

Participation rate

93.3%

88.0%+5.4pp

83.6%+9.7pp

82.8%+10.5pp

Annual return

12.73%

257.30%-244.6pp

205.94%-193.2pp

578.59%-565.9pp

Employer contribution / active EE

$6,967

$6,183+12.7%

$5,432+28.3%

$4,876+42.9%

Participant deferral / active EE

$3,162

$5,629-43.8%

$4,939-36.0%

$5,439-41.9%

Admin fee / account holder

$76,667

$16,852+354.9%

$13,881+452.3%

$10,886+604.3%

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