Retirement plan

EASTERN NEPHROLOGY, P.C. PROFIT SHARING PLAN

Name: EASTERN NEPHROLOGY, P.C. - EASTERN NEPHROLOGY, P.C. PROFIT SHARING PLAN (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$911K

+4.1% from 2017

Total participants

-20.0% from 2017

Average account balance

$227,840

+30.2% from 2017

Annual return

-6.07%

-22.30 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

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

$5K

$1541 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.507%

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

$227,840

$180,459+26.3%

$154,108+47.8%

$135,380+68.3%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-6.07%

888.21%-894.3pp

735.21%-741.3pp

519.81%-525.9pp

Employer contribution / active EE

$16,963

$6,035+181.1%

$5,298+220.2%

$4,779+255.0%

Participant deferral / active EE

$14,333

$5,806+146.9%

$5,081+182.1%

$5,609+155.5%

Admin fee / account holder

$1,156

$16,145-92.8%

$13,411-91.4%

$10,828-89.3%

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