Retirement plan

REVHEALTH 401(K) PLAN

Name: REVHEALTH - REVHEALTH 401(K) PLAN (2022) 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 2022

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$13.7M

-15.4% from 2021

Total participants

252

+19.4% from 2021

Average account balance

$64,216

-26.1% from 2021

Annual return

-16.17%

-32.41 pp from 2021

Benchmarks

See 5,987 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,987 peers

Snapshot2022

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 LLC3 years Filed as: STEWARD PARTNERS INVESTMENT Service code 27 · EIN 32-0483695	Advisory (Plan)	$38,108
FIDELITY INVESTMENTS INSTITUTIONAL5 years Service code 37 · EIN 04-2647786	Loan Processing	$11,312

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$49K

$264 / participant

Other / not subdivided$49K100.0%

% of EOY assets

0.360%

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

$64,216

$84,499-24.0%

$125,391-48.8%

$66,949-4.1%

Participation rate

79.7%

76.4%+3.3pp

82.4%-2.7pp

69.8%+9.9pp

Annual return

-16.17%

-8.49%-7.7pp

572.41%-588.6pp

1.57%-17.7pp

Employer contribution / active EE

$3,567

$3,554+0.4%

$4,816-25.9%

$2,545+40.1%

Participant deferral / active EE

$8,940

$6,785+31.8%

$7,448+20.0%

$4,239+110.9%

Admin fee / account holder

$231

$685-66.3%

$10,009-97.7%

$594-61.1%

Provider

Service type

Compensation

STEWARD PARTNERS INVESTMENT ADV LLC3 years

Filed as: STEWARD PARTNERS INVESTMENT

Service code 27 · EIN 32-0483695

Advisory (Plan)

$38,108

FIDELITY INVESTMENTS INSTITUTIONAL5 years

Service code 37 · EIN 04-2647786

Loan Processing

$11,312

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