Retirement plan

ARKANSAS CENTRAL PRIMARY CARE PLLC 401(K) PLAN

Name: ARKANSAS CENTRAL PRIMARY CARE, PLLC - ARKANSAS CENTRAL PRIMARY CARE PLLC 401(K) PLAN (2021) Form 5500
Creator: ARKANSAS CENTRAL PRIMARY CARE, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARKANSAS CENTRAL PRIMARY CARE PLLC 401(K) PLAN, ARKANSAS CENTRAL PRIMARY CARE, PLLC

ARKANSAS CENTRAL PRIMARY CARE, PLLCEIN 26-3443044Plan #001PY 2021

P.O. BOX 309 - JACKSONVILLE, AR 72076501-985-5900LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.8M

+5.7% from 2020

Total participants

113

-0.9% from 2020

Average account balance

$125,717

+9.1% from 2020

Annual return

11.54%

-0.20 pp from 2020

Benchmarks

See 18,811 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,811 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$10.76M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

66.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$768K

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

+14.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23059

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRIME CAPITAL INVESTMENT ADVISORS4 years Service code 27 · EIN 82-1364595	Advisory (Plan)	$21,211
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Service code 37 · EIN 04-2647786	Loan Processing	$16,424

Plan features & details

Pension benefit codes2F2G2J2K2T3H3D2R

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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

$38K

$449 / participant

Investment mgmt$970.3%
Other / not subdivided$38K99.7%

% of EOY assets

0.319%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: HCJ CPAS & ADVISORS PLLC
Auditor EIN: 710650689
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,717

$95,416+31.8%

$185,823-32.3%

$85,850+46.4%

Participation rate

77.4%

68.8%+8.6pp

81.7%-4.3pp

69.3%+8.1pp

Annual return

11.54%

23.59%-12.0pp

122.05%-110.5pp

318.53%-307.0pp

Employer contribution / active EE

$2,207

$3,314-33.4%

$5,167-57.3%

$2,565-14.0%

Participant deferral / active EE

$4,549

$3,423+32.9%

$5,568-18.3%

$3,952+15.1%

Admin fee / account holder

$401

$7,213-94.4%

$16,237-97.5%

$6,260-93.6%

Provider

Service type

Compensation

PRIME CAPITAL INVESTMENT ADVISORS4 years

Service code 27 · EIN 82-1364595

Advisory (Plan)

$21,211

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Service code 37 · EIN 04-2647786

Loan Processing

$16,424

ARKANSAS CENTRAL PRIMARY CARE PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARKANSAS CENTRAL PRIMARY CARE PLLC 401(K) 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