Retirement plan

INTERDENT SERVICE CORPORATION 401(K) PLAN

Name: INTERDENT SERVICE CORPORATION - INTERDENT SERVICE CORPORATION 401(K) PLAN (2017) Form 5500
Creator: INTERDENT SERVICE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERDENT SERVICE CORPORATION 401(K) PLAN, INTERDENT SERVICE CORPORATION

INTERDENT SERVICE CORPORATIONEIN 91-1577891Plan #001PY 2017

9800 S LA CIENEGA BLVD., SUITE 800 - INGLEWOOD, CA 90301310-765-2400LinkedIn1001-5000 employeeshospital & health care

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed February 16, 2018 (most recent of 2 filings on file)

Plan administrator

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9800 S. La Cienega Blvd., Suite 800

Inglewood State: CA Zip Code: 90301

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Plans declared (1)

Plan name not on file334 emp

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Total assets (EOY)

$56.6M

No prior year

Total participants

2,482

No prior year

Average account balance

$22,892

No prior year

Annual return

13.05%

No prior year

Benchmarks

See 1,308 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,308 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100.08M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

2,499

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.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$135

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$141,452
TRUOG-RYDING COMPANY, INC.1+ years Service code 12 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361	Contract Administrator; Other service...	$36,924
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO. Service code 27 · EIN 13-5657518	Advisory (Plan)	$20,133
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER KAPLAN ARASE & CO. Service code 10 · EIN 95-2036255 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 915022828	Accounting	$9,000
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: MERRILL LYNCH, PIERCE, FENNER, AND Service code 15 · EIN 13-5614085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281	Recordkeeping	$6,820

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$183K

$90 / participant

Contract admin$183K100.0%

% of EOY assets

0.324%

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: MILLER KAPLAN ARASE LLP
Auditor EIN: 952036255
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,892

$44,989-49.1%

$170,435-86.6%

$77,958-70.6%

Participation rate

99.5%

64.6%+34.9pp

83.6%+15.9pp

71.6%+27.9pp

Annual return

13.05%

19.61%-6.6pp

205.94%-192.9pp

20.87%-7.8pp

Employer contribution / active EE

$1,466-100.0%

$5,432-100.0%

$2,310-100.0%

Participant deferral / active EE

$3,313

$2,208+50.1%

$4,939-32.9%

$3,537-6.3%

Admin fee / account holder

$74

$69+7.5%

$13,881-99.5%

$97-23.9%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$141,452

TRUOG-RYDING COMPANY, INC.1+ years

Service code 12 · EIN 95-3497679

2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361

Contract Administrator; Other service...

$36,924

OPPENHEIMER1+ years

Filed as: OPPENHEIMER & CO.

Service code 27 · EIN 13-5657518

Advisory (Plan)

$20,133

MILLER KAPLAN ARASE LLP1+ years

Filed as: MILLER KAPLAN ARASE & CO.

Service code 10 · EIN 95-2036255

4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 915022828

Accounting

$9,000

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER, AND

Service code 15 · EIN 13-5614085

4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281

Recordkeeping

$6,820

INTERDENT SERVICE CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERDENT SERVICE CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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