Retirement plan

PONTCHARTRAIN BONE AND JOINT CLINIC, LTD PROFIT SHARING 401K PLAN AND TRUST

Name: PONTCHARTRAIN BONE AND JOINT CLINIC, LTD - PONTCHARTRAIN BONE AND JOINT CLINIC, LTD PROFIT SHARING 401K PLAN AND TRUST (2016) Form 5500
Creator: PONTCHARTRAIN BONE AND JOINT CLINIC, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PONTCHARTRAIN BONE AND JOINT CLINIC, LTD PROFIT SHARING 401K PLAN AND TRUST, PONTCHARTRAIN BONE AND JOINT CLINIC, LTD

PONTCHARTRAIN BONE AND JOINT CLINIC, LTDEIN 72-0762053Plan #002PY 2016

3939 HOUMA BOULEVARD, SUITE 21 - METAIRIE, LA 70006504-885-6464LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.8M

No prior year

Total participants

No prior year

Average account balance

$118,528

No prior year

Annual return

10.21%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.24M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

135.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$623K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$696

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$67K

$1589 / participant

Other / not subdivided$67K100.0%

% of EOY assets

1.149%

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

$118,528

$77,638+52.7%

$156,551-24.3%

$62,881+88.5%

Participation rate

95.2%

71.2%+24.0pp

84.0%+11.2pp

69.3%+25.9pp

Annual return

10.21%

50.33%-40.1pp

32.23%-22.0pp

20.14%-9.9pp

Employer contribution / active EE

$6,851

$3,444+98.9%

$5,501+24.5%

$2,281+200.3%

Participant deferral / active EE

$5,877

$3,046+93.0%

$4,871+20.6%

$3,203+83.5%

Admin fee / account holder

$1,362

$5,561-75.5%

$13,028-89.5%

$4,296-68.3%

PONTCHARTRAIN BONE AND JOINT CLINIC, LTD PROFIT SHARING 401K PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PONTCHARTRAIN BONE AND JOINT CLINIC, LTD PROFIT SHARING 401K PLAN AND 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