Retirement plan

CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST

Name: CROWLEY & SHAMIR FAMILY DENTISTRY LLC - CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: CROWLEY & SHAMIR FAMILY DENTISTRY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST, CROWLEY & SHAMIR FAMILY DENTISTRY LLC

CROWLEY & SHAMIR FAMILY DENTISTRY LLCEIN 82-3360622Plan #001PY 2020

720 OSTERMAN AVENUE SUITE 101 - DEERFIELD, IL 600154339847-945-0444LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+12.9% from 2019

Total participants

-4.8% from 2019

Average account balance

$90,181

+18.5% from 2019

Annual return

10.07%

-13.82 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.80M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$194K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$387

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

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

$84K

$4199 / participant

Other / not subdivided$84K100.0%

% of EOY assets

4.656%

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

$90,181

$209,425-56.9%

$178,499-49.5%

$158,966-43.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

10.07%

188.80%-178.7pp

151.10%-141.0pp

302.95%-292.9pp

Employer contribution / active EE

$3,235

$5,707-43.3%

$5,011-35.4%

$4,762-32.1%

Participant deferral / active EE

$3,201

$5,955-46.2%

$5,202-38.5%

$5,983-46.5%

Admin fee / account holder

$4,199

$17,078-75.4%

$13,986-70.0%

$11,250-62.7%

CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & 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