Retirement plan

NORTH DAKOTA ORAL SURGERY & DENTAL IMPLANT CENTER 401(K)

Name: DR. JEREMIAH GLOSENGER - NORTH DAKOTA ORAL SURGERY & DENTAL IMPLANT CENTER 401(K) (2020) Form 5500
Creator: DR. JEREMIAH GLOSENGER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH DAKOTA ORAL SURGERY & DENTAL IMPLANT CENTER 401(K), DR. JEREMIAH GLOSENGER

DR. JEREMIAH GLOSENGERdba NORTH DAKOTA ORAL SURGERY & DENTAL IMPLANT CENTEREIN 84-3736353Plan #001PY 2020

2615 ELK DR. STE 3 - MINOT, ND 58701701-852-3421

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$972K

No prior year

Total participants

No prior year

Average account balance

$194,385

No prior year

Annual return

0.00%

No prior year

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

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+3.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1832

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

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

$7K

$1132 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.699%

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

$194,385

$209,425-7.2%

$178,499+8.9%

$158,966+22.3%

Participation rate

83.3%

86.4%-3.0pp

81.9%+1.4pp

82.0%+1.4pp

Annual return

0.00%

188.80%-188.8pp

151.10%-151.1pp

302.95%-302.9pp

Employer contribution / active EE

$8,623

$5,707+51.1%

$5,011+72.1%

$4,762+81.1%

Participant deferral / active EE

$3,641

$5,955-38.9%

$5,202-30.0%

$5,983-39.2%

Admin fee / account holder

$1,358

$17,078-92.0%

$13,986-90.3%

$11,250-87.9%

NORTH DAKOTA ORAL SURGERY & DENTAL IMPLANT CENTER 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH DAKOTA ORAL SURGERY & DENTAL IMPLANT CENTER 401(K)

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