Retirement plan

OMNI WOMEN'S HEALTH MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: OMNI WOMEN'S HEALTH MED. GRP, INC. - OMNI WOMEN'S HEALTH MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: OMNI WOMEN'S HEALTH MED. GRP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OMNI WOMEN'S HEALTH MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN, OMNI WOMEN'S HEALTH MED. GRP, INC.

OMNI WOMEN'S HEALTH MED. GRP, INC.EIN 77-0413651Plan #001PY 2017

3812 N. FIRST ST. - FRESNO, CA 93726559-495-3120omniwomenshealth.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.1M

-7.7% from 2016

Total participants

-18.3% from 2016

Average account balance

$85,715

+12.9% from 2016

Annual return

12.56%

+5.90 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.18M

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.

127.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$526K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9634

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

Top 4 by compensation

Provider	Service type	Compensation
BAERG & ASSOCIATES, LLP1 year Filed as: BAERG & ASSOCIATES Service code 10 · EIN 81-4772345	Accounting	$10,180
PENSION ASSURANCE LLP1 year Filed as: PENSION DESIGN, INC. Service code 15 · EIN 77-0088483	Recordkeeping	$4,900
TRANSAMERICA RETIREMENT SOLUTIONS2 years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$1,825
MESIROW FINANCIAL INVESTMENT MANAGE1 year Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849	Advisory (Plan)	$1,632

Plan features & details

Pension benefit codes2A2E2F2G2J

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$25K

$497 / participant

Contract admin$25K100.0%

% of EOY assets

0.309%

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: BAERG & ASSOCIATES, CPAS LLP
Auditor EIN: 814772345
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,715

$84,236+1.8%

$170,435-49.7%

$70,126+22.2%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

12.56%

23.06%-10.5pp

205.94%-193.4pp

73.15%-60.6pp

Employer contribution / active EE

$3,630

$3,387+7.2%

$5,432-33.2%

$2,343+55.0%

Participant deferral / active EE

$3,325

$3,086+7.8%

$4,939-32.7%

$3,332-0.2%

Admin fee / account holder

$265

$5,698-95.4%

$13,881-98.1%

$4,645-94.3%

Provider

Service type

Compensation

BAERG & ASSOCIATES, LLP1 year

Filed as: BAERG & ASSOCIATES

Service code 10 · EIN 81-4772345

Accounting

$10,180

PENSION ASSURANCE LLP1 year

Filed as: PENSION DESIGN, INC.

Service code 15 · EIN 77-0088483

Recordkeeping

$4,900

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$1,825

MESIROW FINANCIAL INVESTMENT MANAGE1 year

Filed as: MESIROW FINANCIAL, INC.

Service code 27 · EIN 36-3194849

Advisory (Plan)

$1,632

OMNI WOMEN'S HEALTH MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OMNI WOMEN'S HEALTH MEDICAL GROUP, INC. 401(K) PROFIT SHARING 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