Retirement plan

TERRACE HILL DENTAL CENTER, PLLC 401(K) PLAN

Name: TERRACE HILL DENTAL CENTER, PLLC - TERRACE HILL DENTAL CENTER, PLLC 401(K) PLAN (2019) Form 5500
Creator: TERRACE HILL DENTAL CENTER, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TERRACE HILL DENTAL CENTER, PLLC 401(K) PLAN, TERRACE HILL DENTAL CENTER, PLLC

TERRACE HILL DENTAL CENTER, PLLCEIN 90-0714760Plan #001PY 2019

6654 US HIGHWAY 98 - HATTIESBURG, MS 39402601-264-5756

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$508K

+47.5% from 2018

Total participants

+23.3% from 2018

Average account balance

$18,830

+53.0% from 2018

Annual return

25.07%

+31.61 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

125.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+21.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$983

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 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

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

$12K

$328 / participant

Other / not subdivided$12K100.0%

% of EOY assets

2.388%

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

$18,830

$85,171-77.9%

$172,752-89.1%

$72,975-74.2%

Participation rate

73.0%

70.1%+2.9pp

82.6%-9.7pp

69.5%+3.5pp

Annual return

25.07%

27.32%-2.2pp

802.97%-777.9pp

81.01%-55.9pp

Employer contribution / active EE

$1,206

$3,324-63.7%

$5,144-76.6%

$2,440-50.6%

Participant deferral / active EE

$1,058

$3,260-67.5%

$5,198-79.6%

$3,608-70.7%

Admin fee / account holder

$450

$5,880-92.4%

$13,955-96.8%

$5,124-91.2%

TERRACE HILL DENTAL CENTER, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TERRACE HILL DENTAL CENTER, PLLC 401(K) 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