Retirement plan

BLUE EYE MANAGEMENT, LLC 401(K) RETIREMENT PLAN (FORMERLY MCFARLAND EYE CARE 401(K) RETIREMENT PLAN)

Name: BLUE EYE MANAGEMENT, LLC - BLUE EYE MANAGEMENT, LLC 401(K) RETIREMENT PLAN (FORMERLY MCFARLAND EYE CARE 401(K) RETIREMENT PLAN) (2021) Form 5500
Creator: BLUE EYE MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE EYE MANAGEMENT, LLC 401(K) RETIREMENT PLAN (FORMERLY MCFARLAND EYE CARE 401(K) RETIREMENT PLAN), BLUE EYE MANAGEMENT, LLC

BLUE EYE MANAGEMENT, LLCEIN 84-3953485Plan #003PY 2021

1701 CENTERVIEW DRIVE #114 - LITTLE ROCK, AR 72211501-830-2020

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.9M

+26.6% from 2020

Total participants

127

+28.3% from 2020

Average account balance

$82,379

-6.4% from 2020

Annual return

28.09%

+16.20 pp from 2020

Benchmarks

See 5,353 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,353 peers

Snapshot2021

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.43M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

107

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.

68.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$619K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7067

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 5-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

Top 1 by compensation

Provider	Service type	Compensation
RAYMOND JAMES FINANCIAL SERVICES1 year Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 880 CARILLON PKWY ATTN CONSULTING- · ST. PETERSBURG, FL 33716	Advisory (Plan)	$25,577

Plan features & details

Pension benefit codes2E2G2J2K3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$27K

$247 / participant

Other / not subdivided$27K100.0%

% of EOY assets

0.337%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FORVIS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,379

$61,156+34.7%

$185,823-55.7%

$79,386+3.8%

Participation rate

71.3%

66.6%+4.7pp

81.7%-10.4pp

70.7%+0.6pp

Annual return

28.09%

19.45%+8.6pp

122.05%-94.0pp

116.85%-88.8pp

Employer contribution / active EE

$1,740

$2,321-25.0%

$5,167-66.3%

$2,427-28.3%

Participant deferral / active EE

$3,206

$2,789+15.0%

$5,568-42.4%

$4,046-20.8%

Admin fee / account holder

$277

$710-60.9%

$16,237-98.3%

$626-55.7%

Provider

Service type

Compensation

RAYMOND JAMES FINANCIAL SERVICES1 year

Filed as: RAYMOND JAMES & ASSOCIATES INC.

Service code 27

880 CARILLON PKWY ATTN CONSULTING- · ST. PETERSBURG, FL 33716

Advisory (Plan)

$25,577

BLUE EYE MANAGEMENT, LLC 401(K) RETIREMENT PLAN (FORMERLY MCFARLAND EYE CARE 401(K) RETIREMENT PLAN)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE EYE MANAGEMENT, LLC 401(K) RETIREMENT PLAN (FORMERLY MCFARLAND EYE CARE 401(K) RETIREMENT 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