Retirement plan

SUBURBAN NEPHROLOGY ASSOC. LLC 401(K) SAFE HARBOR PLAN

Name: SUBURBAN NEPHROLOGY ASSOCIATES, LLC - SUBURBAN NEPHROLOGY ASSOC. LLC 401(K) SAFE HARBOR PLAN (2016) Form 5500
Creator: SUBURBAN NEPHROLOGY ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUBURBAN NEPHROLOGY ASSOC. LLC 401(K) SAFE HARBOR PLAN, SUBURBAN NEPHROLOGY ASSOCIATES, LLC

SUBURBAN NEPHROLOGY ASSOCIATES, LLCEIN 65-1250361Plan #001PY 2016

4404 QUEENSBURY ROAD, SUITE 100 - RIVERDALE, MD 20737301-779-1949LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+19.7% from 2015

Total participants

0.0% from 2015

Average account balance

$172,671

+19.7% from 2015

Annual return

7.76%

+10.04 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

$27K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$585151

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

$18K

$6145 / participant

Other / not subdivided$18K100.0%

% of EOY assets

1.779%

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

$172,671

$181,896-5.1%

$156,551+10.3%

$273,972-37.0%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

7.76%

30.74%-23.0pp

32.23%-24.5pp

41.46%-33.7pp

Employer contribution / active EE

$24,614

$6,248+293.9%

$5,501+347.4%

$4,869+405.5%

Participant deferral / active EE

$16,000

$5,550+188.3%

$4,871+228.5%

$5,287+202.6%

Admin fee / account holder

$3,073

$15,560-80.3%

$13,028-76.4%

$10,133-69.7%

SUBURBAN NEPHROLOGY ASSOC. LLC 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUBURBAN NEPHROLOGY ASSOC. LLC 401(K) SAFE HARBOR 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