Retirement plan

THE CENTER FOR WOMEN PROFIT SHARING AND 401(K) PLAN

Name: J HARLEY BARROW JR MD PLLC - THE CENTER FOR WOMEN PROFIT SHARING AND 401(K) PLAN (2019) Form 5500
Creator: J HARLEY BARROW JR MD PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CENTER FOR WOMEN PROFIT SHARING AND 401(K) PLAN, J HARLEY BARROW JR MD PLLC

J HARLEY BARROW JR MD PLLCdba THE CENTER FOR WOMENEIN 71-0863588Plan #001PY 2019

628 HOSPITAL DR STE 2A - MOUNTAIN HOME, AR 726532937870-425-7300

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+33.2% from 2018

Total participants

+22.2% from 2018

Average account balance

$172,382

+9.0% from 2018

Annual return

21.97%

+31.45 pp from 2018

Benchmarks

See 104,325 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,325 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.74M

Not enough data

1 years with asset history on file

Average account balance

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

$522K

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

$195K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+19.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17156

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2H2J2R2S2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

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

$13K

$1190 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.690%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$172,382

$202,318-14.8%

$172,739-0.2%

$152,861+12.8%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

21.97%

1029.65%-1007.7pp

802.84%-780.9pp

345.32%-323.3pp

Employer contribution / active EE

$7,465

$5,856+27.5%

$5,143+45.1%

$4,762+56.7%

Participant deferral / active EE

$7,064

$5,948+18.8%

$5,198+35.9%

$5,850+20.7%

Admin fee / account holder

$1,190

$17,109-93.0%

$13,954-91.5%

$11,596-89.7%

THE CENTER FOR WOMEN PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CENTER FOR WOMEN PROFIT SHARING AND 401(K) 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