Retirement plan

AICHE TAX DEFERRED SAVINGS PLAN

Name: AMERICAN INSTITUTE OF CHEMICAL ENGINEERS - AICHE TAX DEFERRED SAVINGS PLAN (2017) Form 5500
Creator: AMERICAN INSTITUTE OF CHEMICAL ENGINEERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AICHE TAX DEFERRED SAVINGS PLAN, AMERICAN INSTITUTE OF CHEMICAL ENGINEERS

AMERICAN INSTITUTE OF CHEMICAL ENGINEERSEIN 13-1623892Plan #003PY 2017

120 WALL STREET, 23RD FL - NEW YORK, NY 10005646-495-1340

Other plans on this EIN

2 filings

#001Retirement-$9.4M assets #002Retirement-$2.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.8M

+18.0% from 2016

Total participants

156

+15.6% from 2016

Average account balance

$109,052

+11.1% from 2016

Annual return

13.28%

+6.02 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.72M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

190

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$96

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
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Distribution (12b-1) fees; Participan...	$750
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2L2M2T2R

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$750

$7 / participant

Other / not subdivided$750100.0%

% of EOY assets

0.005%

all-in expense ratio

Categories reported

0 / 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: MARKS PANETH LLP
Auditor EIN: 113518842
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,052

$50,637+115.4%

$86,582+26.0%

$62,293+75.1%

Participation rate

82.3%

67.9%+14.4pp

73.5%+8.8pp

69.5%+12.8pp

Annual return

13.28%

20.80%-7.5pp

965.08%-951.8pp

28.90%-15.6pp

Employer contribution / active EE

$8,621

$2,075+315.4%

$2,839+203.6%

$2,042+322.2%

Participant deferral / active EE

$5,674

$2,611+117.3%

$3,609+57.2%

$3,169+79.0%

Admin fee / account holder

$413-98.7%

$4,904-99.9%

$479-98.8%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Distribution (12b-1) fees; Participan...

$750

NATIONAL FINANCIAL SERVICES3+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

AICHE TAX DEFERRED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AICHE TAX DEFERRED SAVINGS 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