Retirement plan

LAGRANGE PEDIATRICS 401(K) PLAN

Name: SUZANNE W. SCHUESSLER, M.D., P.C. D/B/A LAGRANGE PEDIATRICS - LAGRANGE PEDIATRICS 401(K) PLAN (2018) Form 5500
Creator: SUZANNE W. SCHUESSLER, M.D., P.C. D/B/A LAGRANGE PEDIATRICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAGRANGE PEDIATRICS 401(K) PLAN, SUZANNE W. SCHUESSLER, M.D., P.C. D/B/A LAGRANGE PEDIATRICS

SUZANNE W. SCHUESSLER, M.D., P.C. D/B/A LAGRANGE PEDIATRICSEIN 58-2557935Plan #001PY 2018

1527 VERNON ROAD - LAGRANGE, GA 30240706-883-6363LinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$451K

+11.5% from 2017

Total participants

-22.2% from 2017

Average account balance

$64,374

+43.4% from 2017

Annual return

-9.14%

-27.51 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+8.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 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.

Expense breakdown

Schedule H Part II

Admin total

$6K

$1021 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.360%

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

$64,374

$180,466-64.3%

$154,114-58.2%

$135,382-52.4%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-9.14%

888.15%-897.3pp

735.16%-744.3pp

519.77%-528.9pp

Employer contribution / active EE

$7,811

$6,035+29.4%

$5,298+47.4%

$4,779+63.5%

Participant deferral / active EE

$7,122

$5,806+22.7%

$5,081+40.2%

$5,609+27.0%

Admin fee / account holder

$875

$16,144-94.6%

$13,411-93.5%

$10,829-91.9%

LAGRANGE PEDIATRICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAGRANGE PEDIATRICS 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