Retirement plan

ASSOCIATION FOR WOMEN'S HEALTH CARE, LTD., PROFIT SHARING PLAN/TRUST

Name: ASSOCIATION FOR WOMEN'S HEALTH CARE, LTD. - ASSOCIATION FOR WOMEN'S HEALTH CARE, LTD., PROFIT SHARING PLAN/TRUST (2016) Form 5500
Creator: ASSOCIATION FOR WOMEN'S HEALTH CARE, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION FOR WOMEN'S HEALTH CARE, LTD., PROFIT SHARING PLAN/TRUST, ASSOCIATION FOR WOMEN'S HEALTH CARE, LTD.

ASSOCIATION FOR WOMEN'S HEALTH CARE, LTD.EIN 36-2793382Plan #001PY 2016

30 N. MICHIGAN AVENUE, SUITE 300 - CHICAGO, IL 60602312-726-4212chicagoobgyn.comLinkedIn51-200 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$10.4M

+4.0% from 2015

Total participants

-13.7% from 2015

Average account balance

$235,370

+20.5% from 2015

Annual return

3.11%

+2.12 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.24M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

188.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$237K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33164

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

Free accounts unlock saves, downloads, and 3-year history.

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 codes2E2F2G2J2R

Plan features

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$388K

$11416 / participant

Other / not subdivided$388K100.0%

% of EOY assets

3.748%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$235,370

$77,638+203.2%

$156,551+50.3%

$62,881+274.3%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

3.11%

50.33%-47.2pp

32.23%-29.1pp

20.14%-17.0pp

Employer contribution / active EE

$7,308

$3,444+112.2%

$5,501+32.8%

$2,281+220.4%

Participant deferral / active EE

$5,393

$3,046+77.1%

$4,871+10.7%

$3,203+68.4%

Admin fee / account holder

$8,821

$5,561+58.6%

$13,028-32.3%

$4,296+105.3%

ASSOCIATION FOR WOMEN'S HEALTH CARE, LTD., PROFIT SHARING PLAN/TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION FOR WOMEN'S HEALTH CARE, LTD., PROFIT SHARING PLAN/TRUST

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