Retirement plan

WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN

Name: WOMEN'S CARE, P.C. - WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: WOMEN'S CARE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN, WOMEN'S CARE, P.C.

WOMEN'S CARE, P.C.EIN 93-0979075Plan #003PY 2021

PO BOX 70368 - SPRINGFIELD, OR 97475541-868-9718womenscare.comLinkedIn201-500 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$43.3M

+18.1% from 2020

Total participants

156

+6.8% from 2020

Average account balance

$277,844

+10.5% from 2020

Annual return

13.28%

-2.15 pp from 2020

Benchmarks

See 5,353 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,353 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$59.34M

Not enough data

1 years with asset history on file

Average account balance

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

$272K

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.

218

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+16.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$661

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
ROEHL & YI INVESTMENT ADVISORS LLC7+ years Service code 27 · EIN 93-1249395	Advisory (Plan)	$49,439
PENSION ASSURANCE LLP7+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1106042	Other Services	$12,604
JONES & ROTH, PC4 years Filed as: JONES & ROTH Service code 10 · EIN 93-0819646	Accounting	$11,500
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Filed as: FIDELITY INVESTMENTS INST OP CO Service code 60 · EIN 04-2647786	Sub-TA Fees	$116

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$74K

$635 / participant

Investment mgmt$49K67.1%
Contract admin$1160.2%
Other / not subdivided$24K32.7%

% of EOY assets

0.170%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: JONES & ROTH, P.C.
Auditor EIN: 930819646
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$277,844

$61,156+354.3%

$185,823+49.5%

$79,386+250.0%

Participation rate

100.0%

66.6%+33.4pp

81.7%+18.3pp

70.7%+29.3pp

Annual return

13.28%

19.45%-6.2pp

122.05%-108.8pp

116.85%-103.6pp

Employer contribution / active EE

$11,096

$2,321+378.2%

$5,167+114.7%

$2,427+357.1%

Participant deferral / active EE

$6,042

$2,789+116.7%

$5,568+8.5%

$4,046+49.3%

Admin fee / account holder

$472

$710-33.5%

$16,237-97.1%

$626-24.6%

Provider

Service type

Compensation

ROEHL & YI INVESTMENT ADVISORS LLC7+ years

Service code 27 · EIN 93-1249395

Advisory (Plan)

$49,439

PENSION ASSURANCE LLP7+ years

Filed as: PENSION PLANNERS NORTHWEST

Service code 49 · EIN 93-1106042

Other Services

$12,604

JONES & ROTH, PC4 years

Filed as: JONES & ROTH

Service code 10 · EIN 93-0819646

Accounting

$11,500

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Filed as: FIDELITY INVESTMENTS INST OP CO

Service code 60 · EIN 04-2647786

Sub-TA Fees

$116

WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOMEN'S CARE, P.C. SECTION 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