Retirement plan

REVHEALTH 401(K) PLAN

Name: REVHEALTH - REVHEALTH 401(K) PLAN (2021) 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 2021

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)

$16.2M

+25.5% from 2020

Total participants

211

+21.3% from 2020

Average account balance

$86,851

+5.3% from 2020

Annual return

16.24%

+2.45 pp from 2020

Benchmarks

See 5,714 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,714 peers

Snapshot2021

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
STEWARD PARTNERS INVESTMENT ADV LLC2 years Filed as: STEWARD PARTNERS INVESTMENT Service code 27 · EIN 32-0483695	Advisory (Plan)	$34,868
FIDELITY INVESTMENTS INSTITUTIONAL4 years Service code 37 · EIN 04-2647786	Loan Processing	$10,010

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

$45K

$279 / participant

Other / not subdivided$45K100.0%

% of EOY assets

0.276%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ANDERSON & COMPANY PC
Auditor EIN: 222892865
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$86,851

$104,497-16.9%

$159,487-45.5%

$79,389+9.4%

Participation rate

85.1%

76.6%+8.5pp

82.8%+2.3pp

70.7%+14.4pp

Annual return

16.24%

67.98%-51.7pp

263.71%-247.5pp

116.89%-100.6pp

Employer contribution / active EE

$3,702

$3,418+8.3%

$4,831-23.4%

$2,428+52.5%

Participant deferral / active EE

$8,860

$6,468+37.0%

$7,354+20.5%

$4,046+119.0%

Admin fee / account holder

$240

$711-66.3%

$10,804-97.8%

$626-61.7%

Provider

Service type

Compensation

STEWARD PARTNERS INVESTMENT ADV LLC2 years

Filed as: STEWARD PARTNERS INVESTMENT

Service code 27 · EIN 32-0483695

Advisory (Plan)

$34,868

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Service code 37 · EIN 04-2647786

Loan Processing

$10,010

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