Retirement plan

PARADIGM ORAL SURGERY 401(K) PROFIT SHARING PLAN

Name: OIS MANAGEMENT SERVICES, LLC D/B/A PARADIGM ORAL SURGERY - PARADIGM ORAL SURGERY 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: OIS MANAGEMENT SERVICES, LLC D/B/A PARADIGM ORAL SURGERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARADIGM ORAL SURGERY 401(K) PROFIT SHARING PLAN, OIS MANAGEMENT SERVICES, LLC D/B/A PARADIGM ORAL SURGERY

OIS MANAGEMENT SERVICES, LLC D/B/A PARADIGM ORAL SURGERYEIN 83-4600504Plan #001PY 2020

2600 SOUTH 56TH STREET - LINCOLN, NE 68506402-327-9400

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.9M

No prior year

Total participants

297

No prior year

Average account balance

$12,620

No prior year

Annual return

79.21%

No prior year

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$46.10M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

1,113

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.

50.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.72M

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

+40.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ASCENSUS LLC1+ years Filed as: PENSION ADMINISTRATORS, LLC Service code 13 18033 OAK STREET · OMAHA, NE 681306093	Contract Administrator	$3,145
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$175

Plan features & details

Pension benefit codes2E2G2J3D

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$13 / participant

Contract admin$3K100.0%

% of EOY assets

0.109%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LUTZ AND COMPANY. P.C.
Auditor EIN: 470625816
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,620

$52,293-75.9%

$178,503-92.9%

$73,412-82.8%

Participation rate

75.0%

65.3%+9.7pp

81.9%-6.9pp

72.2%+2.8pp

Annual return

79.21%

34.75%+44.5pp

151.12%-71.9pp

59.30%+19.9pp

Employer contribution / active EE

$1,240

$1,736-28.6%

$5,011-75.3%

$2,234-44.5%

Participant deferral / active EE

$2,274

$2,333-2.5%

$5,202-56.3%

$3,806-40.3%

Admin fee / account holder

$14

$127-89.2%

$13,987-99.9%

$158-91.3%

Provider

Service type

Compensation

ASCENSUS LLC1+ years

Filed as: PENSION ADMINISTRATORS, LLC

Service code 13

18033 OAK STREET · OMAHA, NE 681306093

Contract Administrator

$3,145

AMERICAN FUNDS1+ years

Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$175

PARADIGM ORAL SURGERY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARADIGM ORAL SURGERY 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