Retirement plan

DR. ESCIPION PEDROZA, MD, PHD, FACP, FACE 401(K) PLAN

Name: DR. ESCIPION PEDROZA, MD, PHD, FACP, FACE - DR. ESCIPION PEDROZA, MD, PHD, FACP, FACE 401(K) PLAN (2015) Form 5500
Creator: DR. ESCIPION PEDROZA, MD, PHD, FACP, FACE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. ESCIPION PEDROZA, MD, PHD, FACP, FACE 401(K) PLAN, DR. ESCIPION PEDROZA, MD, PHD, FACP, FACE

DR. ESCIPION PEDROZA, MD, PHD, FACP, FACEEIN 72-0949604Plan #001PY 2015

4213 SAXON STREET - METAIRIE, LA 70006504-454-2816

Other plans on this EIN

1 filing

#002Retirement-$869K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$164K

No prior year

Total participants

No prior year

Average account balance

$32,755

No prior year

Annual return

-3.21%

No prior year

Benchmarks

See 102,333 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,333 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$251K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1418

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2J2G3D3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$25K

$6138 / participant

Other / not subdivided$25K100.0%

% of EOY assets

14.991%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,755

$168,632-80.6%

$147,614-77.8%

$125,391-73.9%

Participation rate

75.0%

88.8%-13.8pp

84.6%-9.6pp

83.2%-8.2pp

Annual return

-3.21%

77.65%-80.9pp

61.98%-65.2pp

282.22%-285.4pp

Employer contribution / active EE

$4,005

$6,252-35.9%

$5,564-28.0%

$4,866-17.7%

Participant deferral / active EE

$5,507-100.0%

$4,895-100.0%

$5,352-100.0%

Admin fee / account holder

$4,910

$13,580-63.8%

$11,611-57.7%

$9,540-48.5%

DR. ESCIPION PEDROZA, MD, PHD, FACP, FACE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR. ESCIPION PEDROZA, MD, PHD, FACP, FACE 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