Retirement plan

CLINICAL NEUROSCIENCE SOLUTIONS 401(K) PROFIT SHARING PLAN

Name: CLINICAL NEUROSCIENCE SOLUTIONS - CLINICAL NEUROSCIENCE SOLUTIONS 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: CLINICAL NEUROSCIENCE SOLUTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLINICAL NEUROSCIENCE SOLUTIONS 401(K) PROFIT SHARING PLAN, CLINICAL NEUROSCIENCE SOLUTIONS

CLINICAL NEUROSCIENCE SOLUTIONSEIN 59-3602109Plan #002PY 2019

6750 TURKEY LAKE RD.,3RD FLOOR - ORLANDO, FL 32819407-903-1680LinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

+22.3% from 2018

Total participants

+6.4% from 2018

Average account balance

$53,768

+16.9% from 2018

Annual return

19.06%

+24.06 pp from 2018

Benchmarks

See 25,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,909 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.65M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$580K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29101

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$293K

$4130 / participant

Other / not subdivided$293K100.0%

% of EOY assets

8.020%

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

$53,768

$89,370-39.8%

$141,197-61.9%

$72,976-26.3%

Participation rate

78.9%

75.1%+3.7pp

82.5%-3.6pp

69.5%+9.4pp

Annual return

19.06%

111.88%-92.8pp

71.41%-52.3pp

81.02%-62.0pp

Employer contribution / active EE

$1,056

$3,115-66.1%

$4,736-77.7%

$2,440-56.7%

Participant deferral / active EE

$4,418

$5,419-18.5%

$6,710-34.2%

$3,608+22.5%

Admin fee / account holder

$4,312

$5,957-27.6%

$10,265-58.0%

$5,124-15.8%

CLINICAL NEUROSCIENCE SOLUTIONS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLINICAL NEUROSCIENCE SOLUTIONS 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