Retirement plan

MARIETTA DERMATOLOGY ASSOCIATES, P.A. 401-K PROFIT SHARING PLAN

Name: MARIETTA DERMATOLOGY ASSOCIATES PA - MARIETTA DERMATOLOGY ASSOCIATES, P.A. 401-K PROFIT SHARING PLAN (2016) Form 5500
Creator: MARIETTA DERMATOLOGY ASSOCIATES PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARIETTA DERMATOLOGY ASSOCIATES, P.A. 401-K PROFIT SHARING PLAN, MARIETTA DERMATOLOGY ASSOCIATES PA

MARIETTA DERMATOLOGY ASSOCIATES PAdba MARIETTA DERMATOLOGY ASSOCIATES PAEIN 58-1132160Plan #002PY 2016

111 MARBLE MILL ROAD, NW - MARIETTA, GA 30060770-422-1013mariettadermatologyassociates.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.1M

-1.8% from 2015

Total participants

117

+0.9% from 2015

Average account balance

$101,102

-15.4% from 2015

Annual return

4.85%

+5.36 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.75M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

300

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$403

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

1 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 codes2G2J

Plan features

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.

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

$2.0M

$16818 / participant

Other / not subdivided$2M100.0%

% of EOY assets

14.971%

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

$101,102

$46,732+116.3%

$156,551-35.4%

$55,167+83.3%

Participation rate

100.0%

65.8%+34.2pp

84.0%+16.0pp

69.0%+31.0pp

Annual return

4.85%

17.72%-12.9pp

32.23%-27.4pp

169.23%-164.4pp

Employer contribution / active EE

$5,705

$2,105+171.0%

$5,501+3.7%

$1,963+190.7%

Participant deferral / active EE

$3,496

$2,204+58.6%

$4,871-28.2%

$3,054+14.5%

Admin fee / account holder

$15,136

$418+3517.9%

$13,028+16.2%

$504+2903.8%

MARIETTA DERMATOLOGY ASSOCIATES, P.A. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARIETTA DERMATOLOGY ASSOCIATES, P.A. 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