Retirement plan

PATHOLOGY LABORATORIES OF ARKANSAS, P.A. PROFIT SHARING PLAN

Name: PATHOLOGY LABORATORIES OF ARKANSAS, P.A. - PATHOLOGY LABORATORIES OF ARKANSAS, P.A. PROFIT SHARING PLAN (2017) Form 5500
Creator: PATHOLOGY LABORATORIES OF ARKANSAS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PATHOLOGY LABORATORIES OF ARKANSAS, P.A. PROFIT SHARING PLAN, PATHOLOGY LABORATORIES OF ARKANSAS, P.A.

PATHOLOGY LABORATORIES OF ARKANSAS, P.A.EIN 71-0410253Plan #001PY 2017

1 LILE DRIVE, SUITE 101 - LITTLE ROCK, AR 72205501-225-7108LinkedIn11-50 employeeshospital & health care

Prospect flagsLow returnsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$14.3M

+14.9% from 2016

Total participants

+5.3% from 2016

Average account balance

$376,490

+11.9% from 2016

Annual return

11.57%

+5.85 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.56M

Not enough data

1 years with asset history on file

Average account balance

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

$297K

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.

111.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$743K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$65998

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 codes2E2F2G2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

4 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$283K

$8096 / participant

Other / not subdivided$283K100.0%

% of EOY assets

1.981%

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

$376,490

$84,236+346.9%

$170,435+120.9%

$70,126+436.9%

Participation rate

94.3%

70.8%+23.5pp

83.6%+10.7pp

69.5%+24.7pp

Annual return

11.57%

23.06%-11.5pp

205.94%-194.4pp

73.15%-61.6pp

Employer contribution / active EE

$20,003

$3,387+490.6%

$5,432+268.2%

$2,343+753.9%

Participant deferral / active EE

$3,086-100.0%

$4,939-100.0%

$3,332-100.0%

Admin fee / account holder

$7,457

$5,698+30.9%

$13,881-46.3%

$4,645+60.5%

PATHOLOGY LABORATORIES OF ARKANSAS, P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PATHOLOGY LABORATORIES OF ARKANSAS, P.A. 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