Retirement plan

CORNERSTONE CLINIC FOR WOMEN, P.A. PROFIT SHARING PLAN

Name: CORNERSTONE CLINIC FOR WOMEN, P.A. - CORNERSTONE CLINIC FOR WOMEN, P.A. PROFIT SHARING PLAN (2024) Form 5500
Creator: CORNERSTONE CLINIC FOR WOMEN, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORNERSTONE CLINIC FOR WOMEN, P.A. PROFIT SHARING PLAN, CORNERSTONE CLINIC FOR WOMEN, P.A.

CORNERSTONE CLINIC FOR WOMEN, P.A.EIN 71-0491322Plan #001PY 2024

9500 BAPTIST HEALTH DRIVE, SUITE 100 - LITTLE ROCK, AR 72205501-224-5500cornerstoneclinicforwomen.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.8M

+9.0% from 2023

Total participants

123

+7.0% from 2023

Average account balance

$32,016

+6.2% from 2023

Annual return

9.63%

-7.06 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.78M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

118

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.

153.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$208K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2259

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 codes2E2G2R3D3F3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

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

$267K

$3462 / participant

Other / not subdivided$267K100.0%

% of EOY assets

7.055%

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

$32,016

$81,358-60.6%

$155,556-79.4%

$80,959-60.5%

Participation rate

93.5%

66.3%+27.2pp

78.2%+15.3pp

67.7%+25.8pp

Annual return

9.63%

33.39%-23.8pp

64.84%-55.2pp

35.67%-26.0pp

Employer contribution / active EE

$2,703

$3,106-13.0%

$4,675-42.2%

$2,757-2.0%

Participant deferral / active EE

$3,455-100.0%

$5,631-100.0%

$4,300-100.0%

Admin fee / account holder

$2,259

$7,994-71.7%

$15,885-85.8%

$6,925-67.4%

CORNERSTONE CLINIC FOR WOMEN, P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORNERSTONE CLINIC FOR WOMEN, 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