Retirement plan

AMERICAN ACADEMY OF CHILD & ADOLESCENT PSYCHIATRY 401(A) RETIREMENT PLAN

Name: AMERICAN ACADEMY CHILD & ADOLESCENT PSYCHIATR - AMERICAN ACADEMY OF CHILD & ADOLESCENT PSYCHIATRY 401(A) RETIREMENT PLAN (2017) Form 5500
Creator: AMERICAN ACADEMY CHILD & ADOLESCENT PSYCHIATR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN ACADEMY OF CHILD & ADOLESCENT PSYCHIATRY 401(A) RETIREMENT PLAN, AMERICAN ACADEMY CHILD & ADOLESCENT PSYCHIATR

AMERICAN ACADEMY CHILD & ADOLESCENT PSYCHIATREIN 13-1958990Plan #051PY 2017

3615 WISCONSIN AVE NW - WASHINGTON, DC 200163007202-966-7300aacap.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$778K assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$2.5M

+22.7% from 2016

Total participants

-17.5% from 2016

Average account balance

$53,186

+48.9% from 2016

Annual return

17.23%

+8.08 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.57M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

135.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$279K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2802

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$102K

$3102 / participant

Other / not subdivided$102K100.0%

% of EOY assets

4.095%

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

$53,186

$53,128+0.1%

$86,581-38.6%

$70,124-24.2%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

17.23%

27.66%-10.4pp

965.06%-947.8pp

73.14%-55.9pp

Employer contribution / active EE

$6,265

$2,068+203.0%

$2,840+120.6%

$2,342+167.5%

Participant deferral / active EE

$2,695-100.0%

$3,609-100.0%

$3,332-100.0%

Admin fee / account holder

$2,178

$3,584-39.2%

$4,904-55.6%

$4,645-53.1%

AMERICAN ACADEMY OF CHILD & ADOLESCENT PSYCHIATRY 401(A) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN ACADEMY OF CHILD & ADOLESCENT PSYCHIATRY 401(A) RETIREMENT 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