Retirement plan

ASAH - SERVING THE PRIVATE SPECIAL EDUCATION COMMUNITY SINCE 1974, INC. RETIREMENT PLAN AND TRUST

Name: ASAH - SERVING THE PRIVATE SPECIAL EDUCATION COMMUNITY SINCE 1974, INC - ASAH - SERVING THE PRIVATE SPECIAL EDUCATION COMMUNITY SINCE 1974, INC. RETIREMENT PLAN AND TRUST (2021) Form 5500
Creator: ASAH - SERVING THE PRIVATE SPECIAL EDUCATION COMMUNITY SINCE 1974, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASAH - SERVING THE PRIVATE SPECIAL EDUCATION COMMUNITY SINCE 1974, INC. RETIREMENT PLAN AND TRUST, ASAH - SERVING THE PRIVATE SPECIAL EDUCATION COMMUNITY SINCE 1974, INC

ASAH - SERVING THE PRIVATE SPECIAL EDUCATION COMMUNITY SINCE 1974, INCEIN 22-2127488Plan #003PY 2021

2125 ROUTE 33, LEXINGTON SQUARE - HAMILTON, NJ 08690609-890-1400LinkedIn201-500 employeese-learning

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+26.8% from 2020

Total participants

+25.0% from 2020

Average account balance

$542,062

+26.8% from 2020

Annual return

22.75%

+18.67 pp from 2020

Benchmarks

See 6,471 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,471 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$337K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+6.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$544712

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 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

3 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).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$12K

$2978 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.549%

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

$542,062

$84,708+539.9%

$75,714+615.9%

$167,536+223.6%

Participation rate

75.0%

77.8%-2.8pp

74.8%+0.2pp

82.1%-7.1pp

Annual return

22.75%

199.62%-176.9pp

104.62%-81.9pp

478.82%-456.1pp

Employer contribution / active EE

$6,289

$3,231+94.6%

$2,744+129.2%

$4,839+30.0%

Participant deferral / active EE

$10,894

$4,577+138.0%

$3,820+185.2%

$6,342+71.8%

Admin fee / account holder

$2,978

$5,358-44.4%

$3,619-17.7%

$12,315-75.8%

ASAH - SERVING THE PRIVATE SPECIAL EDUCATION COMMUNITY SINCE 1974, INC. RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASAH - SERVING THE PRIVATE SPECIAL EDUCATION COMMUNITY SINCE 1974, INC. RETIREMENT PLAN AND 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