Retirement plan

THE WOMEN'S HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN

Name: THE WOMENS MEDICAL CORPORATION OF HUNTINGTON BEACH - THE WOMEN'S HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: THE WOMENS MEDICAL CORPORATION OF HUNTINGTON BEACH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WOMEN'S HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN, THE WOMENS MEDICAL CORPORATION OF HUNTINGTON BEACH

THE WOMENS MEDICAL CORPORATION OF HUNTINGTON BEACHEIN 33-0523653Plan #001PY 2018

9940 TALBERT AVENUE, SUITE 303 - FOUNTAIN VALLEY, CA 92708714-378-5618

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-34.2% from 2017

Total participants

-6.9% from 2017

Average account balance

$76,024

-26.0% from 2017

Annual return

-2.63%

-20.39 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.61M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26470

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

0 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

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.
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.
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 fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$54275 / participant

Other / not subdivided$1M100.0%

% of EOY assets

56.519%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,024

$180,449-57.9%

$154,107-50.7%

$135,375-43.8%

Participation rate

84.2%

87.4%-3.2pp

83.0%+1.2pp

82.6%+1.6pp

Annual return

-2.63%

888.09%-890.7pp

735.12%-737.8pp

519.73%-522.4pp

Employer contribution / active EE

$2,144

$6,035-64.5%

$5,298-59.5%

$4,779-55.1%

Participant deferral / active EE

$6,080

$5,806+4.7%

$5,081+19.7%

$5,609+8.4%

Admin fee / account holder

$42,968

$16,143+166.2%

$13,411+220.4%

$10,827+296.9%

THE WOMEN'S HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WOMEN'S HEALTH CENTER 401(K) RETIREMENT SAVINGS 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