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 (2021) 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 2021

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$434K

+31.5% from 2020

Total participants

0.0% from 2020

Average account balance

$86,890

+31.5% from 2020

Annual return

19.86%

-0.53 pp from 2020

Benchmarks

See 126,087 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,087 peers

Snapshot2021

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

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

$3K

$1070 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.739%

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

$86,890

$176,120-50.7%

$159,487-45.5%

$167,553-48.1%

Participation rate

100.0%

85.0%+15.0pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

19.86%

331.95%-312.1pp

263.71%-243.8pp

478.89%-459.0pp

Employer contribution / active EE

$4,102

$5,299-22.6%

$4,831-15.1%

$4,840-15.2%

Participant deferral / active EE

$8,733

$7,752+12.7%

$7,354+18.8%

$6,343+37.7%

Admin fee / account holder

$642

$12,561-94.9%

$10,804-94.1%

$12,316-94.8%

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