Retirement plan

ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN

Name: ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC - ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN, ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC

ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLCEIN 20-1259958Plan #001PY 2019

275 COLLIER ROAD, SUITE 270 - ATLANTA, GA 30309404-355-8055atlwhs.comLinkedIn51-200 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$27.4M

+15.1% from 2018

Total participants

139

+8.6% from 2018

Average account balance

$196,825

+6.0% from 2018

Annual return

20.51%

+25.81 pp from 2018

Benchmarks

See 5,343 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,343 peers

Snapshot2019

See peer percentile detail. $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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Analytics

Total assets (EOY)

Plan-year ending balance

$37.63M

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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.

155

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

$2.71M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+14.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$210

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

1 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.

Start for $4.99 See plans

Service providers

Top 7 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27	Advisory (Plan)	$45,490
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486	Accounting	$11,500
EPIC RETIREMENT PLAN SERVICES1 year Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498	Contract Administrator	$10,260
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSMUUTAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907	Recordkeeping	$2,725
ENVESTNET RETIREMENT SOLUTIONS, LLC1 year Service code 27 · EIN 61-1732930	Advisory (Plan)	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310844	Advisory (Plan)	$0
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634	Securities Custodian	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$14K

$131 / participant

Contract admin$14K100.0%

% of EOY assets

0.053%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SMITH & HOWARD, PC
Auditor EIN: 581250486
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$196,825

$52,953+271.7%

$172,739+13.9%

$65,185+202.0%

Participation rate

100.0%

66.2%+33.8pp

82.6%+17.4pp

70.2%+29.8pp

Annual return

20.51%

30.12%-9.6pp

802.84%-782.3pp

29.38%-8.9pp

Employer contribution / active EE

$10,585

$2,190+383.4%

$5,143+105.8%

$2,177+386.3%

Participant deferral / active EE

$6,766

$2,471+173.8%

$5,198+30.2%

$3,514+92.6%

Admin fee / account holder

$103

$472-78.1%

$13,954-99.3%

$847-87.8%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY SMITH BARNEY, LLC

Service code 27

Advisory (Plan)

$45,490

SMITH & HOWARD, PC1 year

Service code 10 · EIN 58-1250486

Accounting

$11,500

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC

Service code 13 · EIN 58-2365498

Contract Administrator

$10,260

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSMUUTAL RETIREMENT SERVICES, LLC

Service code 15 · EIN 26-1589907

Recordkeeping

$2,725

ENVESTNET RETIREMENT SOLUTIONS, LLC1 year

Service code 27 · EIN 61-1732930

Advisory (Plan)

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 27 · EIN 26-4310844

Advisory (Plan)

RELIANCE TRUST COMPANY1 year

Service code 19 · EIN 58-1428634

Securities Custodian

ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) 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