Retirement plan

MILLER BOSKUS & LACK ARCHITECTS P.A. PROFIT SHARING PLAN

Name: MILLER BOSKUS & LACK ARCHITECTS PA - MILLER BOSKUS & LACK ARCHITECTS P.A. PROFIT SHARING PLAN (2018) Form 5500
Creator: MILLER BOSKUS & LACK ARCHITECTS PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLER BOSKUS & LACK ARCHITECTS P.A. PROFIT SHARING PLAN, MILLER BOSKUS & LACK ARCHITECTS PA

MILLER BOSKUS & LACK ARCHITECTS PAEIN 71-0813173Plan #001PY 2018

2397 NORTH GREEN ACRES ROAD - FAYETTEVILLE, AR 72703479-443-7121

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+8.6% from 2017

Total participants

0.0% from 2017

Average account balance

$115,764

+8.6% from 2017

Annual return

-6.74%

-17.59 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.26M

Not enough data

1 years with asset history on file

Average account balance

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

$309K

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$376K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+12.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3411

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

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

$14K

$1172 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.012%

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

$115,764

$138,076-16.2%

$123,553-6.3%

$135,380-14.5%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-6.74%

153.70%-160.4pp

119.21%-125.9pp

519.81%-526.5pp

Employer contribution / active EE

$11,092

$5,152+115.3%

$4,628+139.7%

$4,779+132.1%

Participant deferral / active EE

$5,217

$6,800-23.3%

$6,426-18.8%

$5,609-7.0%

Admin fee / account holder

$1,172

$10,917-89.3%

$9,284-87.4%

$10,828-89.2%

MILLER BOSKUS & LACK ARCHITECTS P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILLER BOSKUS & LACK ARCHITECTS 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