Retirement plan

NEBRASKA HEMATOLOGY-ONCOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Name: NEBRASKA HEMATOLOGY-ONCOLOGY PC - NEBRASKA HEMATOLOGY-ONCOLOGY, P.C. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: NEBRASKA HEMATOLOGY-ONCOLOGY PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBRASKA HEMATOLOGY-ONCOLOGY, P.C. 401(K) PROFIT SHARING PLAN, NEBRASKA HEMATOLOGY-ONCOLOGY PC

NEBRASKA HEMATOLOGY-ONCOLOGY PCEIN 91-1806105Plan #002PY 2022

4004 PIONEER WOODS DRIVE - LINCOLN, NE 685067548402-484-4900yourcancercare.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.3M

-33.6% from 2021

Total participants

147

+28.9% from 2021

Average account balance

$84,896

-42.4% from 2021

Annual return

-16.45%

-33.08 pp from 2021

Benchmarks

See 5,349 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,349 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.74M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

151

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75

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

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 codes2E2G2J

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.

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

$3.7M

$33189 / participant

Other / not subdivided$4M100.0%

% of EOY assets

36.186%

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

$84,896

$65,092+30.4%

$143,799-41.0%

$66,938+26.8%

Participation rate

76.8%

65.2%+11.6pp

80.3%-3.5pp

69.8%+7.0pp

Annual return

-16.45%

-11.14%-5.3pp

-0.04%-16.4pp

1.58%-18.0pp

Employer contribution / active EE

$4,895

$2,362+107.3%

$4,952-1.1%

$2,545+92.3%

Participant deferral / active EE

$4,169

$2,920+42.8%

$5,638-26.1%

$4,238-1.6%

Admin fee / account holder

$30,721

$502+6014.7%

$14,677+109.3%

$594+5076.1%

NEBRASKA HEMATOLOGY-ONCOLOGY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBRASKA HEMATOLOGY-ONCOLOGY, P.C. 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