Retirement plan

BOOZMAN-HOF REGIONAL EYE CLINIC, P.A. PROFIT SHARING & 401(K) PLAN AND TRUST

Name: BOOZMAN-HOF REGIONAL EYE CLINIC, P.A. - BOOZMAN-HOF REGIONAL EYE CLINIC, P.A. PROFIT SHARING & 401(K) PLAN AND TRUST (2018) Form 5500
Creator: BOOZMAN-HOF REGIONAL EYE CLINIC, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOOZMAN-HOF REGIONAL EYE CLINIC, P.A. PROFIT SHARING & 401(K) PLAN AND TRUST, BOOZMAN-HOF REGIONAL EYE CLINIC, P.A.

BOOZMAN-HOF REGIONAL EYE CLINIC, P.A.EIN 71-0491799Plan #001PY 2018

3737 W. WALNUT - ROGERS, AR 72756479-636-7506LinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$3.8M

-49.2% from 2017

Total participants

-5.9% from 2017

Average account balance

$69,503

-42.8% from 2017

Annual return

-1.14%

-9.26 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.63M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

31.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$242K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14699

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 codes2E2H2J3D2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$3.8M

$58829 / participant

Other / not subdivided$4M100.0%

% of EOY assets

100.031%

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

$69,503

$75,962-8.5%

$154,108-54.9%

$64,173+8.3%

Participation rate

61.5%

70.4%-8.9pp

83.0%-21.5pp

69.6%-8.0pp

Annual return

-1.14%

30.32%-31.5pp

735.21%-736.3pp

7.63%-8.8pp

Employer contribution / active EE

$3,350-100.0%

$5,298-100.0%

$2,381-100.0%

Participant deferral / active EE

$2,452

$3,175-22.8%

$5,081-51.7%

$3,470-29.3%

Admin fee / account holder

$69,525

$5,589+1144.0%

$13,411+418.4%

$4,887+1322.5%

BOOZMAN-HOF REGIONAL EYE CLINIC, P.A. PROFIT SHARING & 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOOZMAN-HOF REGIONAL EYE CLINIC, P.A. PROFIT SHARING & 401(K) PLAN AND TRUST

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