Retirement plan

REVHEALTH 401(K) PLAN

Name: REVHEALTH - REVHEALTH 401(K) PLAN (2020) 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 2020

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

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$12.9M

+22.0% from 2019

Total participants

174

+5.5% from 2019

Average account balance

$82,451

+11.9% from 2019

Annual return

13.80%

-12.23 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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
STEWARD PARTNERS INVESTMENT ADV LLC1 year Filed as: STEWARD PARTNERS INVESTMENT Service code 27 · EIN 32-0483695	Advisory (Plan)	$13,457
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$7,439
RAYMOND JAMES FINANCIAL SERVICES3 years Service code 55 · EIN 59-2937883	Other Commissions	$4,193

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

1 tripped

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

$21K

$158 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.161%

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

$82,451

$99,957-17.5%

$149,745-44.9%

$73,497+12.2%

Participation rate

87.1%

75.7%+11.4pp

82.5%+4.6pp

70.7%+16.4pp

Annual return

13.80%

53.87%-40.1pp

276.72%-262.9pp

28.51%-14.7pp

Employer contribution / active EE

$3,977

$3,191+24.6%

$4,646-14.4%

$2,270+75.2%

Participant deferral / active EE

$9,440

$6,073+55.4%

$6,843+37.9%

$3,740+152.4%

Admin fee / account holder

$133

$551-75.8%

$9,312-98.6%

$513-74.1%

Provider

Service type

Compensation

STEWARD PARTNERS INVESTMENT ADV LLC1 year

Filed as: STEWARD PARTNERS INVESTMENT

Service code 27 · EIN 32-0483695

Advisory (Plan)

$13,457

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$7,439

RAYMOND JAMES FINANCIAL SERVICES3 years

Service code 55 · EIN 59-2937883

Other Commissions

$4,193

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