Retirement plan

RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT

Name: AMERICAN UNIVERSITY OF BEIRUT - RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT (2020) Form 5500
Creator: AMERICAN UNIVERSITY OF BEIRUT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT, AMERICAN UNIVERSITY OF BEIRUT

AMERICAN UNIVERSITY OF BEIRUTEIN 13-5596846Plan #001PY 2020

3 DAG HAMMARSKJOLD PLAZA, 8TH FLOOR - NEW YORK, NY 100172303212-583-7632LinkedIn1001-5000 employeesmedical practice

Prospect flagsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed December 9, 2024

Plan administrator

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3 Dag Hammarskjold Plaza, 8th Floor

New York, NY 10017

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Plans declared (1)

AMERICAN UNIVERSITY OF BEIRUT SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN1 emp

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Total assets (EOY)

$83M

+14.9% from 2019

Total participants

558

-4.5% from 2019

Average account balance

$208,009

+17.2% from 2019

Annual return

13.74%

-6.61 pp from 2019

Benchmarks

See 929 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort929 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$99.42M

Not enough data

1 years with asset history on file

Average account balance

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

$260K

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.

382

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.68M

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

+11.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930	Recordkeeping	$100

Plan features & details

Pension benefit codes2F2G2K2M2T

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.
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$100

$0 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.000%

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: PKF OCONNOR DAVIES LLP
Auditor EIN: 271728945
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$208,009

$84,948+144.9%

$70,476+195.1%

$73,412+183.3%

Participation rate

62.2%

79.9%-17.7pp

75.1%-12.8pp

72.2%-9.9pp

Annual return

13.74%

13.39%+0.4pp

109.12%-95.4pp

59.30%-45.6pp

Employer contribution / active EE

$5,765

$2,834+103.4%

$2,738+110.6%

$2,234+158.1%

Participant deferral / active EE

$4,663

$3,387+37.7%

$3,710+25.7%

$3,806+22.5%

Admin fee / account holder

$98-99.7%

$3,847-100.0%

$158-99.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$100

RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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