Retirement plan

LITTLE ROCK PEDIATRIC GROUP PA 401 K PROFIT SHARIN

Name: LITTLE ROCK PEDIATRIC GROUP PA - LITTLE ROCK PEDIATRIC GROUP PA 401 K PROFIT SHARIN (2016) Form 5500
Creator: LITTLE ROCK PEDIATRIC GROUP PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTLE ROCK PEDIATRIC GROUP PA 401 K PROFIT SHARIN, LITTLE ROCK PEDIATRIC GROUP PA

LITTLE ROCK PEDIATRIC GROUP PAEIN 71-0859428Plan #001PY 2016

500 S UNIVERSITY AVE, SUITE 400 - LITTLE ROCK, AR 722055306501-664-4044littlerockpediatricclinic.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.3M

No prior year

Total participants

No prior year

Average account balance

$123,866

No prior year

Annual return

6.41%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.54M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1286

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

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).

Expense breakdown

Schedule H Part II

Admin total

$38K

$1461 / participant

Other / not subdivided$38K100.0%

% of EOY assets

1.136%

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

$123,866

$77,638+59.5%

$156,551-20.9%

$62,881+97.0%

Participation rate

92.3%

71.2%+21.1pp

84.0%+8.3pp

69.3%+23.0pp

Annual return

6.41%

50.33%-43.9pp

32.23%-25.8pp

20.14%-13.7pp

Employer contribution / active EE

$2,028

$3,444-41.1%

$5,501-63.1%

$2,281-11.1%

Participant deferral / active EE

$5,309

$3,046+74.3%

$4,871+9.0%

$3,203+65.8%

Admin fee / account holder

$1,407

$5,561-74.7%

$13,028-89.2%

$4,296-67.2%

LITTLE ROCK PEDIATRIC GROUP PA 401 K PROFIT SHARIN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LITTLE ROCK PEDIATRIC GROUP PA 401 K PROFIT SHARIN

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