Retirement plan

STEVEN M. PECK, D.M.D., RETIREMENT PLAN - 401(K) PROFIT SHARING PLAN

Name: STEVEN M. PECK, DMD - STEVEN M. PECK, D.M.D., RETIREMENT PLAN - 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: STEVEN M. PECK, DMD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVEN M. PECK, D.M.D., RETIREMENT PLAN - 401(K) PROFIT SHARING PLAN, STEVEN M. PECK, DMD

STEVEN M. PECK, DMDEIN 93-1291980Plan #002PY 2017

2411 GREAR ST NE - SALEM, OR 97301503-362-6456

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

+7.6% from 2016

Total participants

-33.3% from 2016

Average account balance

$362,140

+61.4% from 2016

Annual return

10.26%

+1.94 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$603K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+3.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$113K

$28258 / participant

Other / not subdivided$113K100.0%

% of EOY assets

7.803%

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

$362,140

$198,457+82.5%

$170,435+112.5%

$147,586+145.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.26%

257.30%-247.0pp

205.94%-195.7pp

578.59%-568.3pp

Employer contribution / active EE

$12,183

$6,183+97.0%

$5,432+124.3%

$4,876+149.8%

Participant deferral / active EE

$7,088

$5,629+25.9%

$4,939+43.5%

$5,439+30.3%

Admin fee / account holder

$28,258

$16,852+67.7%

$13,881+103.6%

$10,886+159.6%

STEVEN M. PECK, D.M.D., RETIREMENT PLAN - 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVEN M. PECK, D.M.D., RETIREMENT PLAN - 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