Retirement plan

MURPHY & MURPHY DENTAL, LLC 401(K) PROFIT SHARING PLAN

Name: MURPHY & MURPHY DENTAL, LLC - MURPHY & MURPHY DENTAL, LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MURPHY & MURPHY DENTAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MURPHY & MURPHY DENTAL, LLC 401(K) PROFIT SHARING PLAN, MURPHY & MURPHY DENTAL, LLC

MURPHY & MURPHY DENTAL, LLCEIN 93-1298297Plan #001PY 2016

PO BOX 514 - SUTHERLIN, OR 97479541-459-1358

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+8.2% from 2015

Total participants

-10.0% from 2015

Average account balance

$155,435

+21.7% from 2015

Annual return

6.30%

+5.33 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.12%

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 codes2E2F2G2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$45K

$5625 / participant

Other / not subdivided$45K100.0%

% of EOY assets

3.619%

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

$155,435

$181,896-14.5%

$156,551-0.7%

$273,972-43.3%

Participation rate

87.5%

88.4%-0.9pp

84.0%+3.5pp

83.0%+4.5pp

Annual return

6.30%

30.74%-24.4pp

32.23%-25.9pp

41.46%-35.2pp

Employer contribution / active EE

$5,917

$6,248-5.3%

$5,501+7.6%

$4,869+21.5%

Participant deferral / active EE

$2,331

$5,550-58.0%

$4,871-52.1%

$5,287-55.9%

Admin fee / account holder

$5,625

$15,560-63.9%

$13,028-56.8%

$10,133-44.5%

MURPHY & MURPHY DENTAL, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MURPHY & MURPHY DENTAL, LLC 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