Plan Ledger DOL Form 5500 · updated monthly

Associated Retina Consultants401(k)

ASSOCIATED RETINA CONSULTANTS 401(K) PROFIT SHARING PLAN & TRUST · PHOENIX, AZ · plan year 2021

Reported admin expense ratio · 2021
0.86%

Associated Retina Consultants reported $84,930 in plan administrative expenses for 2021: 0.86% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 6 years on file its reported administrative ratio has held roughly steady near 0.802%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other professional & technical services employers. By assets it is the 576th-largest of 1,285 plans among Arizona employers on file, and 7,900th of 11,654 in professional & technical services. active participation has shrunk from 96 to 86 since 2018.

Plan summary
Net assets, end of year$10,310,484
Participants with balances144
Active participants86
Employer contributions—
Employee contributions$116,671
Employer contribution per active participant—
Average account balance$71,601
Benefits paid to participants$715,030
Plan auditUnmodified (clean) audit opinion
AuditorEVERS ROBINSON LTD.
Plan history6
Yearassets · accounts · employer contribution
2023$9.5M · 93 accts · $5K emplr
2022$8.3M · 120 accts
2021$10.3M · 144 accts
2020$9.5M · 130 accts
2019$8.3M · 130 accts · $799K emplr
2018$6.5M · 83 accts · $744K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$41,088
Investment management$43,842
Total administrative$84,930
What these fees cost you

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history6
2023$71,148 · 0.80%
2022$74,646 · 0.80%
2021$84,930 · 0.86%
2020$67,834 · 0.76%
2019$56,923 · 0.77%
2018$52,176 · 0.80%
Same employer
Similar plansProfessional & Technical Services · Arizona
Geddes and Company AZ$10.7M · 0.11%
Vermeer Mountain West Inc AZ$10.6M · 0.72%
Apriva, LLC AZ$10.4M · 0.03%
Davis Miles, PLLC AZ$10.2M · 0.43%
Goldberg & Osborne LLP AZ$10.1M · 0.33%
Resnick & Louis P.C. AZ$10.0M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860285158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.