Retirement plan

JASON CRAWFORD OD, PA PROFIT SHARING AND PENSION PLAN

Name: JASON CRAWFORD OD, PA - JASON CRAWFORD OD, PA PROFIT SHARING AND PENSION PLAN (2016) Form 5500
Creator: JASON CRAWFORD OD, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JASON CRAWFORD OD, PA PROFIT SHARING AND PENSION PLAN, JASON CRAWFORD OD, PA

JASON CRAWFORD OD, PAEIN 83-0494503Plan #001PY 2016

9710A SAM FURR RD - HUNTERSVILLE, NC 28078704-896-2118

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$355K

+23.0% from 2015

Total participants

+30.0% from 2015

Average account balance

$35,530

+23.0% from 2015

Annual return

12.19%

+16.36 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14182

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

$22K

$2442 / participant

Other / not subdivided$22K100.0%

% of EOY assets

6.187%

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

$35,530

$181,896-80.5%

$156,551-77.3%

$273,972-87.0%

Participation rate

66.7%

88.4%-21.7pp

84.0%-17.3pp

83.0%-16.3pp

Annual return

12.19%

30.74%-18.6pp

32.23%-20.0pp

41.46%-29.3pp

Employer contribution / active EE

$3,333

$6,248-46.7%

$5,501-39.4%

$4,869-31.5%

Participant deferral / active EE

$2,566

$5,550-53.8%

$4,871-47.3%

$5,287-51.5%

Admin fee / account holder

$2,198

$15,560-85.9%

$13,028-83.1%

$10,133-78.3%

JASON CRAWFORD OD, PA PROFIT SHARING AND PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JASON CRAWFORD OD, PA PROFIT SHARING AND PENSION 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