Retirement plan

AMERICAN BRAIN TUMOR ASSOCIATION E401K

Name: AMERICAN BRAIN TUMOR ASSOCIATION - AMERICAN BRAIN TUMOR ASSOCIATION E401K (2016) Form 5500
Creator: AMERICAN BRAIN TUMOR ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN BRAIN TUMOR ASSOCIATION E401K, AMERICAN BRAIN TUMOR ASSOCIATION

AMERICAN BRAIN TUMOR ASSOCIATIONEIN 23-7286648Plan #001PY 2016

8550 W BRYN MAWR AVE, STE 550 - CHICAGO, IL 60631773-577-8750abta.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$957K

No prior year

Total participants

No prior year

Average account balance

$29,902

No prior year

Annual return

13.25%

No prior year

Benchmarks

See 7,816 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,816 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.66M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

78.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$358K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4319

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 codes2F2G2J2T3D

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$314 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.821%

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

$29,902

$48,076-37.8%

$78,690-62.0%

$62,891-52.5%

Participation rate

64.0%

65.2%-1.2pp

73.6%-9.6pp

69.3%-5.3pp

Annual return

13.25%

31.35%-18.1pp

62.18%-48.9pp

20.14%-6.9pp

Employer contribution / active EE

$1,367

$2,015-32.2%

$2,851-52.0%

$2,281-40.1%

Participant deferral / active EE

$4,012

$2,588+55.0%

$3,517+14.1%

$3,203+25.3%

Admin fee / account holder

$246

$3,207-92.3%

$4,511-94.6%

$4,296-94.3%

AMERICAN BRAIN TUMOR ASSOCIATION E401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN BRAIN TUMOR ASSOCIATION E401K

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