Retirement plan

COEUR D'ALENE PEDIATRICS P.A. SECTION 401(K) PROFIT SHARING PLAN

Name: COEUR D'ALENE PEDIATRICS P.A. - COEUR D'ALENE PEDIATRICS P.A. SECTION 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: COEUR D'ALENE PEDIATRICS P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COEUR D'ALENE PEDIATRICS P.A. SECTION 401(K) PROFIT SHARING PLAN, COEUR D'ALENE PEDIATRICS P.A.

COEUR D'ALENE PEDIATRICS P.A.EIN 82-0390991Plan #001PY 2016

700 IRONWOOD DRIVE STE 155 - COEUR DALENE, ID 83814208-667-0585cdapeds.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$9.4M

No prior year

Total participants

No prior year

Average account balance

$164,278

No prior year

Annual return

-7.88%

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

$6.83M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

137.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$225K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30430

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$30K

$709 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.318%

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

$164,278

$77,638+111.6%

$156,551+4.9%

$62,881+161.3%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

-7.88%

50.33%-58.2pp

32.23%-40.1pp

20.14%-28.0pp

Employer contribution / active EE

$9,122

$3,444+164.9%

$5,501+65.8%

$2,281+299.9%

Participant deferral / active EE

$4,073

$3,046+33.7%

$4,871-16.4%

$3,203+27.2%

Admin fee / account holder

$523

$5,561-90.6%

$13,028-96.0%

$4,296-87.8%

COEUR D'ALENE PEDIATRICS P.A. SECTION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COEUR D'ALENE PEDIATRICS P.A. SECTION 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