Retirement plan

WESLEY K CLARK & ASSOCIATES, LLC PROFIT SHARING AND 401K PLAN

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

WESLEY K CLARK & ASSOCIATES, LLCEIN 27-0051612Plan #002PY 2016

116 OTTENHEIMER PLAZA - LITTLE ROCK, AR 72201501-244-9522wesleykclark.comLinkedIn1-10 employeesexecutive office

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$91K

+132.5% from 2015

Total participants

+25.0% from 2015

Average account balance

$18,124

+86.0% from 2015

Annual return

13.28%

+13.28 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$548K

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4127

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 codes2E2G2J2R2S

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$722

$144 / participant

Other / not subdivided$722100.0%

% of EOY assets

0.797%

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

$18,124

$135,956-86.7%

$123,894-85.4%

$273,972-93.4%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

13.28%

56.63%-43.3pp

47.52%-34.2pp

41.46%-28.2pp

Employer contribution / active EE

$3,572

$5,170-30.9%

$4,617-22.6%

$4,869-26.6%

Participant deferral / active EE

$5,720

$6,343-9.8%

$5,984-4.4%

$5,287+8.2%

Admin fee / account holder

$144

$9,817-98.5%

$8,357-98.3%

$10,133-98.6%

WESLEY K CLARK & ASSOCIATES, LLC PROFIT SHARING AND 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESLEY K CLARK & ASSOCIATES, LLC PROFIT SHARING AND 401K 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