Retirement plan

KINSTON PEDIATRIC ASSOCIATES, P.A. 401-K PLAN

Name: KINSTON PEDIATRIC ASSOCIATES, P.A. - KINSTON PEDIATRIC ASSOCIATES, P.A. 401-K PLAN (2017) Form 5500
Creator: KINSTON PEDIATRIC ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KINSTON PEDIATRIC ASSOCIATES, P.A. 401-K PLAN, KINSTON PEDIATRIC ASSOCIATES, P.A.

KINSTON PEDIATRIC ASSOCIATES, P.A.EIN 56-1199854Plan #001PY 2017

2509 NORTH QUEEN STREET - KINSTON, NC 28501252-939-3708LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+18.5% from 2016

Total participants

+9.7% from 2016

Average account balance

$71,086

+18.5% from 2016

Annual return

12.35%

+8.48 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.62M

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

117.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$228K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+6.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3761

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 codes2J2E3D

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

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

$14K

$412 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.533%

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

$71,086

$84,236-15.6%

$170,439-58.3%

$70,124+1.4%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

12.35%

23.06%-10.7pp

205.94%-193.6pp

73.14%-60.8pp

Employer contribution / active EE

$1,319

$3,387-61.1%

$5,433-75.7%

$2,342-43.7%

Participant deferral / active EE

$3,129

$3,086+1.4%

$4,939-36.7%

$3,332-6.1%

Admin fee / account holder

$379

$5,698-93.4%

$13,881-97.3%

$4,645-91.8%

KINSTON PEDIATRIC ASSOCIATES, P.A. 401-K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KINSTON PEDIATRIC ASSOCIATES, P.A. 401-K 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