Retirement plan

PACIFIC WOMENS HEALTHCARE ASSOCIATES, INC. 401(K) AND PROF

Name: PACIFIC WOMENS HEALTHCARE ASSOCI - PACIFIC WOMENS HEALTHCARE ASSOCIATES, INC. 401(K) AND PROF (2018) Form 5500
Creator: PACIFIC WOMENS HEALTHCARE ASSOCI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC WOMENS HEALTHCARE ASSOCIATES, INC. 401(K) AND PROF, PACIFIC WOMENS HEALTHCARE ASSOCI

PACIFIC WOMENS HEALTHCARE ASSOCIEIN 45-3480970Plan #002PY 2018

500 SUPERIOR AVENUE SUITE 310 - NEWPORT BEACH, CA 92663949-760-9316pacwha.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+3.6% from 2017

Total participants

+18.0% from 2017

Average account balance

$60,988

-12.2% from 2017

Annual return

-5.57%

-20.67 pp from 2017

Benchmarks

See 18,166 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,166 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$49K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$167571

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$27K

$651 / participant

Other / not subdivided$27K100.0%

% of EOY assets

0.760%

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

$60,988

$76,000-19.8%

$154,111-60.4%

$64,186-5.0%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-5.57%

30.32%-35.9pp

735.15%-740.7pp

7.63%-13.2pp

Employer contribution / active EE

$2,734

$3,351-18.4%

$5,298-48.4%

$2,381+14.8%

Participant deferral / active EE

$5,508

$3,175+73.5%

$5,081+8.4%

$3,470+58.7%

Admin fee / account holder

$464

$5,596-91.7%

$13,411-96.5%

$4,888-90.5%

PACIFIC WOMENS HEALTHCARE ASSOCIATES, INC. 401(K) AND PROF

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC WOMENS HEALTHCARE ASSOCIATES, INC. 401(K) AND PROF

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