Retirement plan

AXIA WOMEN'S HEALTH 401(K) PROFIT SHARING PLAN

Name: REGIONAL WOMEN'S HEALTH GROUP, LLC - AXIA WOMEN'S HEALTH 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: REGIONAL WOMEN'S HEALTH GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AXIA WOMEN'S HEALTH 401(K) PROFIT SHARING PLAN, REGIONAL WOMEN'S HEALTH GROUP, LLC

REGIONAL WOMEN'S HEALTH GROUP, LLCEIN 22-3693606Plan #002PY 2022

ECHELON ONE, SUITE 300, 227 LAUREL - VOORHESS, NJ 08043856-435-4573LinkedIn1-10 employeeshospital & health care

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed September 26, 2024

Plan administrator

Plan administrator name— Sign in and upgrade to view

227 Laurel Road, Suite 300

Voorhees, NJ 08043

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

Axia Women’s Health Deferred Compensation Plan189 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$202M

-9.6% from 2021

Total participants

3,278

+18.9% from 2021

Average account balance

$64,826

-28.9% from 2021

Annual return

-14.24%

-34.35 pp from 2021

Benchmarks

See 1,377 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,377 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$324.02M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

3,234

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.

96.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$78

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL4 years Service code 37 · EIN 04-2647786	Loan Processing	$158,187
LOCKTON INVESTMENT ADVISORS, LLC2 years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282	Advisory (Plan)	$71,756
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$23,636
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624	Advisory (Plan)	$22,872

Plan features & details

Pension benefit codes2J2T3B2A2E2F2G2R

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$276K

$116 / participant

Investment mgmt$24K8.5%
Other / not subdivided$253K91.5%

% of EOY assets

0.137%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,826

$45,000+44.1%

$143,757-54.9%

$77,904-16.8%

Participation rate

93.2%

66.8%+26.4pp

80.3%+12.9pp

73.7%+19.5pp

Annual return

-14.24%

29.03%-43.3pp

-0.04%-14.2pp

12.21%-26.4pp

Employer contribution / active EE

$5,378

$1,870+187.6%

$4,951+8.6%

$2,848+88.8%

Participant deferral / active EE

$5,476

$3,157+73.5%

$5,637-2.8%

$4,806+14.0%

Admin fee / account holder

$89

$98-9.9%

$14,673-99.4%

$133-33.1%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Service code 37 · EIN 04-2647786

Loan Processing

$158,187

LOCKTON INVESTMENT ADVISORS, LLC2 years

Filed as: LOCKTON INVESTMENT ADVISORS

Service code 27 · EIN 20-8874282

Advisory (Plan)

$71,756

STRATEGIC ADVISORS, INC.3 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$23,636

CREATIVE PLANNING LLC1 year

Service code 27 · EIN 84-4519624

Advisory (Plan)

$22,872

AXIA WOMEN'S HEALTH 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AXIA WOMEN'S HEALTH 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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