Retirement plan

ADLER INSTITUTE FOR ADVANCED 401 K PROFIT SHARING PLAN TRUST

Name: ADLER INSTITUTE FOR ADVANCED - ADLER INSTITUTE FOR ADVANCED 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: ADLER INSTITUTE FOR ADVANCED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADLER INSTITUTE FOR ADVANCED 401 K PROFIT SHARING PLAN TRUST, ADLER INSTITUTE FOR ADVANCED

ADLER INSTITUTE FOR ADVANCEDEIN 20-1370439Plan #001PY 2018

261 OLD YORK RD STE 106 - JENKINTOWN, PA 190463706215-935-0030LinkedIn1-10 employees

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$860K

+0.9% from 2017

Total participants

0.0% from 2017

Average account balance

$86,015

+11.0% from 2017

Annual return

-7.19%

-30.75 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.31M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1109

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 codes2T2J2G3D2E2F

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$827 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.962%

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

$86,015

$138,075-37.7%

$123,552-30.4%

$135,379-36.5%

Participation rate

90.0%

84.7%+5.3pp

82.3%+7.7pp

82.6%+7.4pp

Annual return

-7.19%

153.70%-160.9pp

119.20%-126.4pp

519.79%-527.0pp

Employer contribution / active EE

$1,986

$5,152-61.5%

$4,628-57.1%

$4,779-58.4%

Participant deferral / active EE

$5,743

$6,800-15.5%

$6,426-10.6%

$5,609+2.4%

Admin fee / account holder

$827

$10,917-92.4%

$9,285-91.1%

$10,828-92.4%

ADLER INSTITUTE FOR ADVANCED 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADLER INSTITUTE FOR ADVANCED 401 K PROFIT SHARING PLAN TRUST

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