Retirement plan

JACKSON ALLERGY AND ASTHMA CLINIC, PA RETIREMENT PLAN & TRUST

Name: JACKSON ALLERGY AND ASTHMA CLINIC, P.A. - JACKSON ALLERGY AND ASTHMA CLINIC, PA RETIREMENT PLAN & TRUST (2018) Form 5500
Creator: JACKSON ALLERGY AND ASTHMA CLINIC, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKSON ALLERGY AND ASTHMA CLINIC, PA RETIREMENT PLAN & TRUST, JACKSON ALLERGY AND ASTHMA CLINIC, P.A.

JACKSON ALLERGY AND ASTHMA CLINIC, P.A.EIN 71-0743941Plan #003PY 2018

151 HARMONY PARK CIRCLE - HOT SPRINGS, AR 71913501-623-1311jacksonallergy.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

-4.2% from 2017

Total participants

-11.1% from 2017

Average account balance

$312,499

+7.8% from 2017

Annual return

-7.51%

-22.38 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.91M

Not enough data

1 years with asset history on file

Average account balance

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

$446K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44976

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 codes2E2H2J3D

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$30K

$5080 / participant

Other / not subdivided$30K100.0%

% of EOY assets

1.219%

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

$312,499

$180,459+73.2%

$154,108+102.8%

$135,380+130.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-7.51%

888.21%-895.7pp

735.21%-742.7pp

519.81%-527.3pp

Employer contribution / active EE

$9,728

$6,035+61.2%

$5,298+83.6%

$4,779+103.6%

Participant deferral / active EE

$6,310

$5,806+8.7%

$5,081+24.2%

$5,609+12.5%

Admin fee / account holder

$3,810

$16,145-76.4%

$13,411-71.6%

$10,828-64.8%

JACKSON ALLERGY AND ASTHMA CLINIC, PA RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKSON ALLERGY AND ASTHMA CLINIC, PA RETIREMENT PLAN & 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