Retirement plan

PENNY L TAYLOR, DMD, MS, PC 401(K) PLAN

Name: PENNY L TAYLOR DMD, MS, PC - PENNY L TAYLOR, DMD, MS, PC 401(K) PLAN (2017) Form 5500
Creator: PENNY L TAYLOR DMD, MS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENNY L TAYLOR, DMD, MS, PC 401(K) PLAN, PENNY L TAYLOR DMD, MS, PC

PENNY L TAYLOR DMD, MS, PCEIN 63-1188560Plan #001PY 2017

2514 DANVILLE ROAD SW - DECATUR, AL 35603256-351-1118

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+15.6% from 2016

Total participants

-22.2% from 2016

Average account balance

$213,461

+48.7% from 2016

Annual return

10.60%

+0.38 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$157K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$391798

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 codes2E2G2J

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.

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

$14K

$2279 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.915%

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

$213,461

$198,457+7.6%

$170,435+25.2%

$147,586+44.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.60%

257.30%-246.7pp

205.94%-195.3pp

578.59%-568.0pp

Employer contribution / active EE

$7,668

$6,183+24.0%

$5,432+41.2%

$4,876+57.2%

Participant deferral / active EE

$3,194

$5,629-43.3%

$4,939-35.3%

$5,439-41.3%

Admin fee / account holder

$1,954

$16,852-88.4%

$13,881-85.9%

$10,886-82.1%

PENNY L TAYLOR, DMD, MS, PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENNY L TAYLOR, DMD, MS, PC 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