Retirement plan

TIFT REGIONAL DENTAL GROUP PC 401K PROFIT SHARING PLAN

Name: TIFT REGIONAL DENTAL GROUP PC - TIFT REGIONAL DENTAL GROUP PC 401K PROFIT SHARING PLAN (2020) Form 5500
Creator: TIFT REGIONAL DENTAL GROUP PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIFT REGIONAL DENTAL GROUP PC 401K PROFIT SHARING PLAN, TIFT REGIONAL DENTAL GROUP PC

TIFT REGIONAL DENTAL GROUP PCEIN 58-1240109Plan #002PY 2020

209 E 24TH STREET - TIFTON, GA 31793229-382-8711

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.1M

+11.6% from 2019

Total participants

-2.6% from 2019

Average account balance

$190,589

+14.6% from 2019

Annual return

10.28%

+6.66 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.98M

Not enough data

1 years with asset history on file

Average account balance

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

$194K

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

$239K

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

+8.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6901

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

$229K

$9962 / participant

Other / not subdivided$229K100.0%

% of EOY assets

3.249%

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

$190,589

$209,422-9.0%

$178,503+6.8%

$158,982+19.9%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

10.28%

188.81%-178.5pp

151.12%-140.8pp

302.99%-292.7pp

Employer contribution / active EE

$5,256

$5,707-7.9%

$5,011+4.9%

$4,763+10.4%

Participant deferral / active EE

$4,160

$5,955-30.1%

$5,202-20.0%

$5,983-30.5%

Admin fee / account holder

$6,193

$17,079-63.7%

$13,987-55.7%

$11,252-45.0%

TIFT REGIONAL DENTAL GROUP PC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIFT REGIONAL DENTAL GROUP PC 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