Retirement plan

FAMILY HEALTH AND WELLNESS CENTER 401(K) PLAN

Name: FAMILY HEALTH & WELLNESS CENTER, L - FAMILY HEALTH AND WELLNESS CENTER 401(K) PLAN (2017) Form 5500
Creator: FAMILY HEALTH & WELLNESS CENTER, L
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FAMILY HEALTH AND WELLNESS CENTER 401(K) PLAN, FAMILY HEALTH & WELLNESS CENTER, L

FAMILY HEALTH & WELLNESS CENTER, LEIN 46-5233850Plan #001PY 2017

671 SNOW STREET - OXFORD, AL 36203256-770-4750familyhealthoxford.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$43K

+1218.5% from 2016

Total participants

-71.4% from 2016

Average account balance

$21,301

+559.3% from 2016

Annual return

35.35%

+35.35 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$777K

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+19.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2143

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 codes2J2G3D

Plan features

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$20

$10 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.047%

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

$21,301

$198,462-89.3%

$170,439-87.5%

$147,585-85.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

35.35%

257.30%-222.0pp

205.94%-170.6pp

578.58%-543.2pp

Employer contribution / active EE

$4,918

$6,184-20.5%

$5,433-9.5%

$4,876+0.8%

Participant deferral / active EE

$14,197

$5,629+152.2%

$4,939+187.4%

$5,439+161.0%

Admin fee / account holder

$10

$16,852-99.9%

$13,881-99.9%

$10,886-99.9%

FAMILY HEALTH AND WELLNESS CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FAMILY HEALTH AND WELLNESS CENTER 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