Retirement plan

AUPRESSES INCENTIVE SAVINGS PLAN

Name: THE ASSOCIATION OF UNIVERSITY PRESSES, INC. - AUPRESSES INCENTIVE SAVINGS PLAN (2023) Form 5500
Creator: THE ASSOCIATION OF UNIVERSITY PRESSES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUPRESSES INCENTIVE SAVINGS PLAN, THE ASSOCIATION OF UNIVERSITY PRESSES, INC.

THE ASSOCIATION OF UNIVERSITY PRESSES, INC.EIN 13-2506620Plan #002PY 2023

1412 BROADWAY, SUITE 2135 - NEW YORK, NY 10018212-989-1010aupresses.orgLinkedIn1-10 employeesinternet

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.2M

+13.2% from 2022

Total participants

-9.1% from 2022

Average account balance

$119,600

+24.5% from 2022

Annual return

1.54%

+6.57 pp from 2022

Benchmarks

See 11,284 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort11,284 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.74M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+8.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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 codes2E2F2G2L2M3D

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.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$362

$52 / participant

Other / not subdivided$362100.0%

% of EOY assets

0.030%

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

$119,600

$105,160+13.7%

$94,679+26.3%

$139,456-14.2%

Participation rate

100.0%

82.4%+17.6pp

80.8%+19.2pp

80.3%+19.7pp

Annual return

1.54%

38.04%-36.5pp

156.75%-155.2pp

373.45%-371.9pp

Employer contribution / active EE

$9,391

$4,107+128.7%

$3,673+155.7%

$4,753+97.6%

Participant deferral / active EE

$8,187

$7,599+7.7%

$7,417+10.4%

$6,711+22.0%

Admin fee / account holder

$36

$8,988-99.6%

$7,233-99.5%

$11,407-99.7%

AUPRESSES INCENTIVE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUPRESSES INCENTIVE 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