Retirement plan

REVHEALTH 401(K) PLAN

Name: REVHEALTH - REVHEALTH 401(K) PLAN (2018) 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 2018

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)

$7.9M

+11.5% from 2017

Total participants

143

+16.3% from 2017

Average account balance

$65,526

+0.4% from 2017

Annual return

-1.82%

-22.07 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Service code 55 · EIN 26-4310632	Other Commissions	$12,009
RAYMOND JAMES FINANCIAL SERVICES1 year Service code 55 · EIN 59-2937883	Other Commissions	$6,681
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$213

Plan features & details

Pension benefit codes2E2G2J3D

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

$213

$2 / participant

Other / not subdivided$213100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 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: ANDERSON & COMPANY PC
Auditor EIN: 222892865
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,526

$73,102-10.4%

$123,553-47.0%

$56,289+16.4%

Participation rate

79.4%

74.3%+5.1pp

82.3%-2.9pp

69.9%+9.6pp

Annual return

-1.82%

3.01%-4.8pp

119.21%-121.0pp

-9.96%+8.1pp

Employer contribution / active EE

$3,913

$2,977+31.4%

$4,628-15.4%

$2,111+85.4%

Participant deferral / active EE

$8,996

$5,423+65.9%

$6,426+40.0%

$3,350+168.6%

Admin fee / account holder

$554-99.7%

$9,284-100.0%

$521-99.7%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Service code 55 · EIN 26-4310632

Other Commissions

$12,009

RAYMOND JAMES FINANCIAL SERVICES1 year

Service code 55 · EIN 59-2937883

Other Commissions

$6,681

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$213

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