Retirement plan

MIDLAND EAR, NOSE & THROAT CLINIC, PA 401K PROFIT SHARING PLAN

Name: MIDLAND EAR, NOSE & THROAT CLINIC, PA - MIDLAND EAR, NOSE & THROAT CLINIC, PA 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: MIDLAND EAR, NOSE & THROAT CLINIC, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDLAND EAR, NOSE & THROAT CLINIC, PA 401K PROFIT SHARING PLAN, MIDLAND EAR, NOSE & THROAT CLINIC, PA

MIDLAND EAR, NOSE & THROAT CLINIC, PAEIN 57-0667594Plan #001PY 2016

THREE MEDICAL PARK ROAD, SUITE 130 - COLUMBIA, SC 29203803-254-2495LinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.9M

+0.1% from 2015

Total participants

+50.0% from 2015

Average account balance

$657,909

-33.3% from 2015

Annual return

2.13%

+2.45 pp from 2015

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

$4.60M

Not enough data

1 years with asset history on file

Average account balance

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

$766K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+7.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36482

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing 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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$151K

$37696 / participant

Other / not subdivided$151K100.0%

% of EOY assets

3.820%

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

$657,909

$181,896+261.7%

$156,551+320.3%

$273,972+140.1%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

2.13%

30.74%-28.6pp

32.23%-30.1pp

41.46%-39.3pp

Employer contribution / active EE

$10,877

$6,248+74.1%

$5,501+97.7%

$4,869+123.4%

Participant deferral / active EE

$6,602

$5,550+19.0%

$4,871+35.5%

$5,287+24.9%

Admin fee / account holder

$25,130

$15,560+61.5%

$13,028+92.9%

$10,133+148.0%

MIDLAND EAR, NOSE & THROAT CLINIC, PA 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDLAND EAR, NOSE & THROAT CLINIC, PA 401K 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