Retirement plan

APPLIED BEHAVIOR CENTER FOR AUTISM 401K PLAN

Name: APPLIED BEHAVIOR CENTER FOR AUTISM - APPLIED BEHAVIOR CENTER FOR AUTISM 401K PLAN (2018) Form 5500
Creator: APPLIED BEHAVIOR CENTER FOR AUTISM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLIED BEHAVIOR CENTER FOR AUTISM 401K PLAN, APPLIED BEHAVIOR CENTER FOR AUTISM

APPLIED BEHAVIOR CENTER FOR AUTISMEIN 27-3403152Plan #001PY 2018

270 RANGELINE ROAD - LONGWOOD, FL 32750407-324-7772appliedbehaviorcenter.comLinkedIn11-50 employeesmental health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$317K

+11.5% from 2017

Total participants

+25.0% from 2017

Average account balance

$26,407

-16.4% from 2017

Annual return

-6.85%

-20.37 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$281K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

275.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2562

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$8K

$692 / participant

Other / not subdivided$8K100.0%

% of EOY assets

2.621%

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

$26,407

$69,541-62.0%

$59,899-55.9%

$135,380-80.5%

Participation rate

75.0%

77.8%-2.8pp

74.7%+0.3pp

82.6%-7.6pp

Annual return

-6.85%

7.95%-14.8pp

3.46%-10.3pp

519.81%-526.7pp

Employer contribution / active EE

$869

$3,236-73.1%

$2,723-68.1%

$4,779-81.8%

Participant deferral / active EE

$3,760

$4,206-10.6%

$3,402+10.5%

$5,609-33.0%

Admin fee / account holder

$692

$5,737-87.9%

$3,592-80.7%

$10,828-93.6%

APPLIED BEHAVIOR CENTER FOR AUTISM 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPLIED BEHAVIOR CENTER FOR AUTISM 401K 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