Retirement plan

ORAL AND MAXILLOFACIAL SURGERY CONSULTANTS OF HAWAII,INC. PROFIT SHARING PLAN

Name: ORAL AND MAXILLOFACIAL SURGERY CONSULTANTS OF HAWAII,INC. - ORAL AND MAXILLOFACIAL SURGERY CONSULTANTS OF HAWAII,INC. PROFIT SHARING PLAN (2023) Form 5500
Creator: ORAL AND MAXILLOFACIAL SURGERY CONSULTANTS OF HAWAII,INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORAL AND MAXILLOFACIAL SURGERY CONSULTANTS OF HAWAII,INC. PROFIT SHARING PLAN, ORAL AND MAXILLOFACIAL SURGERY CONSULTANTS OF HAWAII,INC.

ORAL AND MAXILLOFACIAL SURGERY CONSULTANTS OF HAWAII,INC.EIN 99-0330450Plan #002PY 2023

275 PONAHAWAI STREET, SUITE 101 - HILO, HI 967203074808-934-8808oms-hawaii.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$542K

+3.1% from 2022

Total participants

-25.0% from 2022

Average account balance

$180,672

+3.1% from 2022

Annual return

3.11%

+11.51 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$429K

Not enough data

1 years with asset history on file

Average account balance

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

$429K

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

+7.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$156595

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 codes2E2G

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

Other / not subdivided$4K100.0%

% of EOY assets

0.670%

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

$180,672

$175,231+3.1%

$149,696+20.7%

$139,466+29.5%

Participation rate

0.0%

83.4%-83.4pp

78.8%-78.8pp

80.3%-80.3pp

Annual return

3.11%

166.77%-163.7pp

134.46%-131.3pp

373.66%-370.6pp

Employer contribution / active EE

$5,478-100.0%

$4,821-100.0%

$4,754-100.0%

Participant deferral / active EE

$6,521-100.0%

$5,682-100.0%

$6,712-100.0%

Admin fee / account holder

$1,210

$16,155-92.5%

$13,212-90.8%

$11,409-89.4%

ORAL AND MAXILLOFACIAL SURGERY CONSULTANTS OF HAWAII,INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORAL AND MAXILLOFACIAL SURGERY CONSULTANTS OF HAWAII,INC. 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