Retirement plan

DREYER JOINT EMPLOYEE SAVINGS PLAN FKA DREYER

Name: PACIFIC PLASTIC SURGERY, PC - DREYER JOINT EMPLOYEE SAVINGS PLAN FKA DREYER (2018) Form 5500
Creator: PACIFIC PLASTIC SURGERY, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DREYER JOINT EMPLOYEE SAVINGS PLAN FKA DREYER, PACIFIC PLASTIC SURGERY, PC

PACIFIC PLASTIC SURGERY, PCEIN 93-0846186Plan #001PY 2018

743 COUNTRY CLUB ROAD - EUGENE, OR 97401541-683-0878LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.3M

-13.0% from 2017

Total participants

-8.6% from 2017

Average account balance

$135,677

-4.8% from 2017

Annual return

-3.48%

-12.20 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.67M

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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.

216.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+7.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7067

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 codes2E2H2J3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

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

$608K

$22518 / participant

Other / not subdivided$608K100.0%

% of EOY assets

14.004%

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

$135,677

$75,962+78.6%

$154,111-12.0%

$64,173+111.4%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-3.48%

30.32%-33.8pp

735.18%-738.7pp

7.63%-11.1pp

Employer contribution / active EE

$2,463

$3,350-26.5%

$5,298-53.5%

$2,381+3.5%

Participant deferral / active EE

$2,372

$3,175-25.3%

$5,081-53.3%

$3,470-31.6%

Admin fee / account holder

$19,000

$5,589+240.0%

$13,411+41.7%

$4,887+288.8%

DREYER JOINT EMPLOYEE SAVINGS PLAN FKA DREYER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DREYER JOINT EMPLOYEE SAVINGS PLAN FKA DREYER

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