Retirement plan

AMERICAN BRAIN TUMOR ASSOCIATION E401K

Name: AMERICAN BRAIN TUMOR ASSOCIATION - AMERICAN BRAIN TUMOR ASSOCIATION E401K (2021) 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 2021

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+22.6% from 2020

Total participants

+4.3% from 2020

Average account balance

$50,963

+22.6% from 2020

Annual return

15.84%

-8.33 pp from 2020

Benchmarks

See 8,920 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,920 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.96M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

73.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$362K

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

+14.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6666

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

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

$99K

$3401 / participant

Other / not subdivided$99K100.0%

% of EOY assets

4.839%

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

$50,963

$65,434-22.1%

$98,483-48.3%

$85,847-40.6%

Participation rate

72.4%

65.0%+7.4pp

73.3%-0.9pp

69.3%+3.1pp

Annual return

15.84%

21.75%-5.9pp

1494.38%-1478.5pp

318.61%-302.8pp

Employer contribution / active EE

$1,028

$2,169-52.6%

$2,961-65.3%

$2,565-59.9%

Participant deferral / active EE

$6,257

$3,168+97.5%

$4,276+46.3%

$3,952+58.3%

Admin fee / account holder

$2,466

$4,595-46.3%

$5,953-58.6%

$6,261-60.6%

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