Retirement plan

WOMEN'S HEALTH PROFESSIONALS, LLP PROFIT SHARING RETIREMENT

Name: WOMEN'S HEALTH PROFESSIONALS, LLP - WOMEN'S HEALTH PROFESSIONALS, LLP PROFIT SHARING RETIREMENT (2015) Form 5500
Creator: WOMEN'S HEALTH PROFESSIONALS, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOMEN'S HEALTH PROFESSIONALS, LLP PROFIT SHARING RETIREMENT, WOMEN'S HEALTH PROFESSIONALS, LLP

WOMEN'S HEALTH PROFESSIONALS, LLPEIN 20-2652680Plan #002PY 2015

22 WATERVILLE ROAD - AVON, CT 060012066860-676-7416

Other plans on this EIN

1 filing

#001Retirement-$2.2M assets

Prospect flagsHigh cashLow participant contribution

How to read this page

Total assets (EOY)

$7.2M

No prior year

Total participants

167

No prior year

Average account balance

$50,206

No prior year

Annual return

-1.24%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-102.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$24,739
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL SERVICES CORP Service code 49 · EIN 02-0275490	Other Services	$13,959

Plan features & details

Pension benefit codes2A2E2F2G2J2R3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$25K

$166 / participant

Contract admin$25K100.0%

% of EOY assets

0.342%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GETTRY MARCUS, CPA, PC
Auditor EIN: 133418879
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,206

$46,360+8.3%

$147,617-66.0%

$52,331-4.1%

Participation rate

84.6%

64.9%+19.6pp

84.6%-0.1pp

68.1%+16.5pp

Annual return

-1.24%

1.62%-2.9pp

61.98%-63.2pp

4.54%-5.8pp

Employer contribution / active EE

$7,325

$2,126+244.5%

$5,564+31.6%

$1,882+289.3%

Participant deferral / active EE

$570

$2,258-74.7%

$4,895-88.4%

$3,022-81.1%

Admin fee / account holder

$172

$766-77.6%

$11,612-98.5%

$592-71.0%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$24,739

LINCOLN NATIONAL CORPORATION1+ years

Filed as: LINCOLN FINANCIAL SERVICES CORP

Service code 49 · EIN 02-0275490

Other Services

$13,959

WOMEN'S HEALTH PROFESSIONALS, LLP PROFIT SHARING RETIREMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOMEN'S HEALTH PROFESSIONALS, LLP PROFIT SHARING RETIREMENT

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