Retirement plan

MDXHEALTH, INC. 401(K) PLAN

Name: MDXHEALTH, INC. - MDXHEALTH, INC. 401(K) PLAN (2019) Form 5500
Creator: MDXHEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MDXHEALTH, INC. 401(K) PLAN, MDXHEALTH, INC.

MDXHEALTH, INC.EIN 47-0916074Plan #001PY 2019

15279 ALTON PKWY STE 100 - IRVINE, CA 92618949-812-6979mdxhealth.comLinkedIn51-200 employeesbiotechnology

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.9M

+31.2% from 2018

Total participants

248

-9.8% from 2018

Average account balance

$42,675

+47.5% from 2018

Annual return

24.68%

+26.81 pp from 2018

Benchmarks

See 5,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,342 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.63M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

374

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.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$101

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.4 years Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850	Recordkeeping	$3,180
ENVESTNET RETIREMENT SOLUTIONS, LLC3 years Service code 27 · EIN 61-1732930	Advisory (Plan)	$0

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$20 / participant

Contract admin$3K100.0%

% of EOY assets

0.032%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOSS ADAMS, LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,675

$52,961-19.4%

$172,752-75.3%

$65,185-34.5%

Participation rate

90.4%

66.2%+24.2pp

82.6%+7.7pp

70.2%+20.2pp

Annual return

24.68%

30.12%-5.4pp

802.97%-778.3pp

29.38%-4.7pp

Employer contribution / active EE

$4,876

$2,190+122.6%

$5,144-5.2%

$2,177+124.0%

Participant deferral / active EE

$7,062

$2,471+185.8%

$5,198+35.9%

$3,514+101.0%

Admin fee / account holder

$14

$472-97.1%

$13,955-99.9%

$847-98.4%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.4 years

Filed as: MASSMUTUAL LIFE INSURANCE CO.

Service code 15 · EIN 04-1590850

Recordkeeping

$3,180

ENVESTNET RETIREMENT SOLUTIONS, LLC3 years

Service code 27 · EIN 61-1732930

Advisory (Plan)

MDXHEALTH, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MDXHEALTH, INC. 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