Retirement plan

COASTAL EYE GROUP, PC 401 (K) PROFIT SHARING PLAN

Name: COASTAL EYE GROUP, PC - COASTAL EYE GROUP, PC 401 (K) PROFIT SHARING PLAN (2018) Form 5500
Creator: COASTAL EYE GROUP, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COASTAL EYE GROUP, PC 401 (K) PROFIT SHARING PLAN, COASTAL EYE GROUP, PC

COASTAL EYE GROUP, PCEIN 57-0636724Plan #001PY 2018

P.O. BOX 2900 - GEORGETOWN, SC 29442843-546-8421coastaleyegroup.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$16M

-0.6% from 2017

Total participants

+15.7% from 2017

Average account balance

$186,523

-4.1% from 2017

Annual return

12.68%

+3.01 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.82M

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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.

89.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$898K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+2.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19092

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$2.9M

$36400 / participant

Other / not subdivided$3M100.0%

% of EOY assets

17.926%

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

$186,523

$75,962+145.5%

$154,108+21.0%

$64,173+190.7%

Participation rate

87.3%

70.4%+16.9pp

83.0%+4.3pp

69.6%+17.8pp

Annual return

12.68%

30.32%-17.6pp

735.21%-722.5pp

7.63%+5.0pp

Employer contribution / active EE

$3,722

$3,350+11.1%

$5,298-29.7%

$2,381+56.4%

Participant deferral / active EE

$4,276

$3,175+34.7%

$5,081-15.8%

$3,470+23.2%

Admin fee / account holder

$33,437

$5,589+498.3%

$13,411+149.3%

$4,887+584.1%

COASTAL EYE GROUP, PC 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COASTAL EYE GROUP, PC 401 (K) 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