Retirement plan

AMERICAN EDUCATIONAL RESEARCH ASSOCIATION TAX DEFERRED ANNUITY PLAN

Name: AMERICAN EDUCATIONAL RESEARCH ASSOCIATION - AMERICAN EDUCATIONAL RESEARCH ASSOCIATION TAX DEFERRED ANNUITY PLAN (2018) Form 5500
Creator: AMERICAN EDUCATIONAL RESEARCH ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN EDUCATIONAL RESEARCH ASSOCIATION TAX DEFERRED ANNUITY PLAN, AMERICAN EDUCATIONAL RESEARCH ASSOCIATION

AMERICAN EDUCATIONAL RESEARCH ASSOCIATIONEIN 23-7003537Plan #002PY 2018

1430 K STREET, NW, SUITE 1200 - WASHINGTON, DC 200052528202-238-3245aera.netLinkedIn11-50 employeesresearch

Other plans on this EIN

1 filing

#001Retirement-$6.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

-5.1% from 2017

Total participants

-5.3% from 2017

Average account balance

$151,526

-5.1% from 2017

Annual return

-5.16%

-19.01 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.28M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

169.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10957

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 codes2G2L3D

Plan features

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.
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

$3K

$454 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.100%

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

$151,526

$90,607+67.2%

$79,467+90.7%

$135,380+11.9%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-5.16%

977.74%-982.9pp

718.30%-723.5pp

519.81%-525.0pp

Employer contribution / active EE

$3,068-100.0%

$2,800-100.0%

$4,779-100.0%

Participant deferral / active EE

$860

$4,050-78.8%

$3,704-76.8%

$5,609-84.7%

Admin fee / account holder

$151

$5,895-97.4%

$5,104-97.0%

$10,828-98.6%

AMERICAN EDUCATIONAL RESEARCH ASSOCIATION TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN EDUCATIONAL RESEARCH ASSOCIATION TAX DEFERRED ANNUITY 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