Retirement plan

EASTERN NEPHROLOGY, P.C. PROFIT SHARING PLAN

Name: EASTERN NEPHROLOGY, P.C. - EASTERN NEPHROLOGY, P.C. PROFIT SHARING PLAN (2016) Form 5500
Creator: EASTERN NEPHROLOGY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EASTERN NEPHROLOGY, P.C. PROFIT SHARING PLAN, EASTERN NEPHROLOGY, P.C.

EASTERN NEPHROLOGY, P.C.EIN 63-0835334Plan #001PY 2016

48 MEDICAL PARK EAST DR, STE 151 - BIRMINGHAM, AL 352353400205-856-0011

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.7M

+6.1% from 2015

Total participants

No prior year

Average account balance

$463,161

-7.1% from 2015

Annual return

7.45%

+9.41 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

$730K

Not enough data

1 years with asset history on file

Average account balance

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

$183K

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

$52K

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

+13.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$551757

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$147K

$24522 / participant

Other / not subdivided$147K100.0%

% of EOY assets

3.971%

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

$463,161

$181,896+154.6%

$156,551+195.9%

$273,972+69.1%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

7.45%

30.74%-23.3pp

32.23%-24.8pp

41.46%-34.0pp

Employer contribution / active EE

$6,072

$6,248-2.8%

$5,501+10.4%

$4,869+24.7%

Participant deferral / active EE

$7,000

$5,550+26.1%

$4,871+43.7%

$5,287+32.4%

Admin fee / account holder

$18,392

$15,560+18.2%

$13,028+41.2%

$10,133+81.5%

EASTERN NEPHROLOGY, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EASTERN NEPHROLOGY, P.C. 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