Retirement plan

ANDERSON, MURPHY & HOPKINS, L.L.P. RETIREMENT PLAN AND TRUST

Name: ANDERSON, MURPHY & HOPKINS, L.L.P. - ANDERSON, MURPHY & HOPKINS, L.L.P. RETIREMENT PLAN AND TRUST (2017) Form 5500
Creator: ANDERSON, MURPHY & HOPKINS, L.L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDERSON, MURPHY & HOPKINS, L.L.P. RETIREMENT PLAN AND TRUST, ANDERSON, MURPHY & HOPKINS, L.L.P.

ANDERSON, MURPHY & HOPKINS, L.L.P.EIN 71-0530779Plan #002PY 2017

400 WEST CAPITOL AVENUE, STE 2400 - LITTLE ROCK, AR 722014851501-372-1887LinkedIn11-50 employees

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.2M

+15.4% from 2016

Total participants

+17.9% from 2016

Average account balance

$306,130

+7.7% from 2016

Annual return

10.95%

+2.09 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.09M

Not enough data

1 years with asset history on file

Average account balance

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

$374K

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.

112.5%

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

$10K

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

+6.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46111

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 codes2E2F2G2J2R2T3B

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.
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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

3 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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$35K

$1352 / participant

Other / not subdivided$35K100.0%

% of EOY assets

0.383%

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

$306,130

$85,766+256.9%

$136,298+124.6%

$70,126+336.5%

Participation rate

88.5%

74.2%+14.3pp

81.9%+6.5pp

69.5%+18.9pp

Annual return

10.95%

31.46%-20.5pp

5156.27%-5145.3pp

73.15%-62.2pp

Employer contribution / active EE

$9,493

$2,966+220.1%

$4,696+102.2%

$2,343+305.3%

Participant deferral / active EE

$4,283

$5,051-15.2%

$6,247-31.4%

$3,332+28.6%

Admin fee / account holder

$1,172

$5,421-78.4%

$9,244-87.3%

$4,645-74.8%

ANDERSON, MURPHY & HOPKINS, L.L.P. RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDERSON, MURPHY & HOPKINS, L.L.P. RETIREMENT 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