Retirement plan

FELLOWSHIP OF ORTHOPEADIC RESE 401(K) PROFIT SHARING PLAN & TRUST

Name: FELLOWSHIP OF ORTHOPEADIC RESE - FELLOWSHIP OF ORTHOPEADIC RESE 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: FELLOWSHIP OF ORTHOPEADIC RESE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FELLOWSHIP OF ORTHOPEADIC RESE 401(K) PROFIT SHARING PLAN & TRUST, FELLOWSHIP OF ORTHOPEADIC RESE

FELLOWSHIP OF ORTHOPEADIC RESEEIN 64-0920136Plan #002PY 2020

320 METAIRIE-HAMMOND HWY, STE 406 - METAIRIE, LA 70005504-309-9845LinkedIn1-10 employees

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+17.8% from 2019

Total participants

0.0% from 2019

Average account balance

$153,259

+17.8% from 2019

Annual return

13.39%

-7.59 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$372K

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

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+16.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19020

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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$51K

$10252 / participant

Other / not subdivided$51K100.0%

% of EOY assets

4.778%

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

$153,259

$100,938+51.8%

$90,461+69.4%

$158,982-3.6%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

13.39%

1727.20%-1713.8pp

1294.76%-1281.4pp

302.99%-289.6pp

Employer contribution / active EE

$3,108

$3,691-15.8%

$3,264-4.8%

$4,763-34.7%

Participant deferral / active EE

$13,063

$4,350+200.3%

$3,964+229.5%

$5,983+118.3%

Admin fee / account holder

$7,323

$6,510+12.5%

$5,617+30.4%

$11,252-34.9%

FELLOWSHIP OF ORTHOPEADIC RESE 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FELLOWSHIP OF ORTHOPEADIC RESE 401(K) PROFIT SHARING PLAN & TRUST

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