Retirement plan

CENTRAL COAST PEDIATRIC, INC. 401-K PROFIT SHARING PLAN

Name: CENTRAL COAST PEDIATRIC, INC. - CENTRAL COAST PEDIATRIC, INC. 401-K PROFIT SHARING PLAN (2018) Form 5500
Creator: CENTRAL COAST PEDIATRIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL COAST PEDIATRIC, INC. 401-K PROFIT SHARING PLAN, CENTRAL COAST PEDIATRIC, INC.

CENTRAL COAST PEDIATRIC, INC.EIN 77-0347675Plan #001PY 2018

1235 OSOS STREET, SUITE 100 - SAN LUIS OBISPO, CA 93401805-549-0888LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$3.9M

-4.2% from 2017

Total participants

+8.1% from 2017

Average account balance

$131,130

-10.6% from 2017

Annual return

-6.40%

-27.91 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.63M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$397K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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 codes2E2F2G2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$152K

$4753 / participant

Other / not subdivided$152K100.0%

% of EOY assets

3.867%

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

$131,130

$75,962+72.6%

$154,108-14.9%

$64,173+104.3%

Participation rate

68.8%

70.4%-1.7pp

83.0%-14.3pp

69.6%-0.8pp

Annual return

-6.40%

30.32%-36.7pp

735.21%-741.6pp

7.63%-14.0pp

Employer contribution / active EE

$2,658

$3,350-20.7%

$5,298-49.8%

$2,381+11.6%

Participant deferral / active EE

$4,864

$3,175+53.2%

$5,081-4.3%

$3,470+40.2%

Admin fee / account holder

$5,070

$5,589-9.3%

$13,411-62.2%

$4,887+3.7%

CENTRAL COAST PEDIATRIC, INC. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL COAST PEDIATRIC, INC. 401-K PROFIT SHARING 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