Retirement plan

AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN

Name: AMERICAN SOCIETY OF CLINICAL ONCOLOGY - AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: AMERICAN SOCIETY OF CLINICAL ONCOLOGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN, AMERICAN SOCIETY OF CLINICAL ONCOLOGY

AMERICAN SOCIETY OF CLINICAL ONCOLOGYEIN 13-6180380Plan #001PY 2015

2318 MILL ROAD, SUITE 800 - ALEXANDRIA, VA 22314571-483-1464asco.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 4, 2018 (most recent of 2 filings on file)

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Total assets (EOY)

$35.7M

No prior year

Total participants

553

No prior year

Average account balance

$66,635

No prior year

Annual return

1.23%

No prior year

Benchmarks

See 690 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort690 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$123.50M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

803

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$110

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 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236	Advisory (Plan)	$30,000
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$575

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$31K

$82 / participant

Other / not subdivided$31K100.0%

% of EOY assets

0.086%

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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,635

$38,925+71.2%

$73,836-9.8%

$55,191+20.7%

Participation rate

95.5%

66.0%+29.4pp

73.4%+22.0pp

69.2%+26.3pp

Annual return

1.23%

6.31%-5.1pp

2268.06%-2266.8pp

10.78%-9.6pp

Employer contribution / active EE

$5,872

$1,695+246.4%

$2,787+110.6%

$1,899+209.3%

Participant deferral / active EE

$6,414

$2,351+172.8%

$3,583+79.0%

$3,046+110.5%

Admin fee / account holder

$57

$83-31.1%

$4,882-98.8%

$91-37.1%

Provider

Service type

Compensation

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL CORPORATION

Service code 27 · EIN 95-2834236

Advisory (Plan)

$30,000

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$575

AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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