Retirement plan

REVHEALTH 401(K) PLAN

Name: REVHEALTH - REVHEALTH 401(K) PLAN (2024) Form 5500
Creator: REVHEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REVHEALTH 401(K) PLAN, REVHEALTH

REVHEALTHEIN 20-3440002Plan #001PY 2024

55 BANK STREET - MORRISTOWN, NJ 07960973-867-6500revhealth.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.1M

+2.6% from 2023

Total participants

238

-12.5% from 2023

Average account balance

$81,275

+19.3% from 2023

Annual return

14.85%

-5.37 pp from 2023

Benchmarks

See 6,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,296 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.07M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

210

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.

79.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$264

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ONEDIGITAL INVESTMENT ADVISORS LLC2 years Service code 27 · EIN 43-1451524	Advisory (Plan)	$30,501
FIDELITY INVESTMENTS INSTITUTIONAL7 years Service code 37 · EIN 04-2647786	Loan Processing	$24,847

Plan features & details

Pension benefit codes2G2J3D2E

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.
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

$55K

$407 / participant

Recordkeeping$25K44.9%
Investment mgmt$31K55.1%

% of EOY assets

0.324%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: NISIVOCCIA LLP
Auditor EIN: 221914888
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,275

$101,499-19.9%

$147,005-44.7%

$74,546+9.0%

Participation rate

79.4%

75.5%+3.9pp

82.2%-2.7pp

67.2%+12.2pp

Annual return

14.85%

8732.34%-8717.5pp

418.76%-403.9pp

1366.03%-1351.2pp

Employer contribution / active EE

$10,521

$3,811+176.1%

$4,934+113.2%

$2,624+300.9%

Participant deferral / active EE

$10,699

$7,304+46.5%

$8,070+32.6%

$4,347+146.1%

Admin fee / account holder

$264

$1,748-84.9%

$13,006-98.0%

$1,944-86.4%

Provider

Service type

Compensation

ONEDIGITAL INVESTMENT ADVISORS LLC2 years

Service code 27 · EIN 43-1451524

Advisory (Plan)

$30,501

FIDELITY INVESTMENTS INSTITUTIONAL7 years

Service code 37 · EIN 04-2647786

Loan Processing

$24,847

REVHEALTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REVHEALTH 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