Retirement plan

EMPLOYEE BENEFIT PLAN OF GERALD J MCKENNA M D INC A PROFESSIONAL CORPORATIO

Name: GERALD J MCKENNA M D INC A PRO FESSIONAL CORPORATION - EMPLOYEE BENEFIT PLAN OF GERALD J MCKENNA M D INC A PROFESSIONAL CORPORATIO (2017) Form 5500
Creator: GERALD J MCKENNA M D INC A PRO FESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GERALD J MCKENNA M D INC A PROFESSIONAL CORPORATIO, GERALD J MCKENNA M D INC A PRO FESSIONAL CORPORATION

GERALD J MCKENNA M D INC A PRO FESSIONAL CORPORATIONEIN 99-0288920Plan #002PY 2017

4374 KUKUI GROVE ST STE 104 - LIHUE, HI 967662007808-246-0663

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$345K

+28.5% from 2016

Total participants

-25.0% from 2016

Average account balance

$49,279

+10.1% from 2016

Annual return

15.77%

+12.19 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

$142K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

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

+9.88%

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 codes2F2T3D

Plan features

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).
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$17K

$4285 / participant

Other / not subdivided$17K100.0%

% of EOY assets

4.968%

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

$49,279

$198,457-75.2%

$170,435-71.1%

$147,586-66.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.77%

257.30%-241.5pp

205.94%-190.2pp

578.59%-562.8pp

Employer contribution / active EE

$5,218

$6,183-15.6%

$5,432-3.9%

$4,876+7.0%

Participant deferral / active EE

$6,984

$5,629+24.1%

$4,939+41.4%

$5,439+28.4%

Admin fee / account holder

$2,448

$16,852-85.5%

$13,881-82.4%

$10,886-77.5%

EMPLOYEE BENEFIT PLAN OF GERALD J MCKENNA M D INC A PROFESSIONAL CORPORATIO

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GERALD J MCKENNA M D INC A PROFESSIONAL CORPORATIO

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