Retirement plan

ASSOC FOR MIDDLE LEVEL ED MONEY PUR PEN PL

Name: ASSOC. FOR MIDDLE LEVEL EDUCATION - ASSOC FOR MIDDLE LEVEL ED MONEY PUR PEN PL (2018) Form 5500
Creator: ASSOC. FOR MIDDLE LEVEL EDUCATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOC FOR MIDDLE LEVEL ED MONEY PUR PEN PL, ASSOC. FOR MIDDLE LEVEL EDUCATION

ASSOC. FOR MIDDLE LEVEL EDUCATIONEIN 31-0865702Plan #001PY 2018

4151 EXECUTIVE PARKWAY, SUITE 300 - WESTERVILLE, OH 43081614-895-4730

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-12.1% from 2017

Total participants

-7.7% from 2017

Average account balance

$47,769

-0.7% from 2017

Annual return

-8.65%

-21.24 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-9.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2F2C2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.

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

$15K

$1479 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.346%

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

$47,769

$69,541-31.3%

$59,899-20.3%

$135,380-64.7%

Participation rate

90.0%

77.8%+12.2pp

74.7%+15.3pp

82.6%+7.4pp

Annual return

-8.65%

7.95%-16.6pp

3.46%-12.1pp

519.81%-528.5pp

Employer contribution / active EE

$2,228

$3,236-31.2%

$2,723-18.2%

$4,779-53.4%

Participant deferral / active EE

$4,206-100.0%

$3,402-100.0%

$5,609-100.0%

Admin fee / account holder

$643

$5,737-88.8%

$3,592-82.1%

$10,828-94.1%

ASSOC FOR MIDDLE LEVEL ED MONEY PUR PEN PL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOC FOR MIDDLE LEVEL ED MONEY PUR PEN PL

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