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 (2021) 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 2021

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

+27.6% from 2020

Total participants

+5.9% from 2020

Average account balance

$164,756

+20.5% from 2020

Annual return

14.11%

+3.30 pp from 2020

Benchmarks

See 126,134 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,134 peers

Snapshot2021

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

$29K

$1633 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.991%

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

$164,756

$176,077-6.4%

$159,455+3.3%

$167,518-1.6%

Participation rate

100.0%

84.9%+15.1pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

14.11%

331.83%-317.7pp

263.63%-249.5pp

478.71%-464.6pp

Employer contribution / active EE

$11,343

$5,298+114.1%

$4,830+134.8%

$4,838+134.4%

Participant deferral / active EE

$6,093

$7,751-21.4%

$7,353-17.1%

$6,342-3.9%

Admin fee / account holder

$1,633

$12,556-87.0%

$10,800-84.9%

$12,312-86.7%

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