Retirement plan

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

Name: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. - AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST, AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC.

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC.EIN 02-0535267Plan #001PY 2022

4250 N. FAIRFAX DRIVE, #600 - ARLINGTON, VA 22203301-231-8877acoi.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$915K

-60.5% from 2021

Total participants

-16.7% from 2021

Average account balance

$91,502

-52.6% from 2021

Annual return

-7.59%

-17.66 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35956

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 codes2E2F2G2T3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$147306 / participant

Other / not subdivided$1M100.0%

% of EOY assets

144.888%

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

$91,502

$167,352-45.3%

$143,788-36.4%

$134,509-32.0%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-7.59%

0.47%-8.1pp

-0.03%-7.6pp

418.13%-425.7pp

Employer contribution / active EE

$10,979

$5,620+95.4%

$4,952+121.7%

$4,741+131.6%

Participant deferral / active EE

$6,447-100.0%

$5,638-100.0%

$6,400-100.0%

Admin fee / account holder

$132,576

$18,091+632.8%

$14,675+803.4%

$11,427+1060.2%

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

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