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 (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+18.5% from 2018

Total participants

-4.2% from 2018

Average account balance

$56,619

+18.5% from 2018

Annual return

18.00%

+26.66 pp from 2018

Benchmarks

See 6,052 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,052 peers

Snapshot2019

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

$31K

$3456 / participant

Other / not subdivided$31K100.0%

% of EOY assets

2.389%

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

$56,619

$77,416-26.9%

$69,464-18.5%

$152,897-63.0%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

18.00%

39.08%-21.1pp

28.98%-11.0pp

345.43%-327.4pp

Employer contribution / active EE

$4,087

$3,315+23.3%

$2,779+47.1%

$4,764-14.2%

Participant deferral / active EE

$4,413-100.0%

$3,536-100.0%

$5,851-100.0%

Admin fee / account holder

$1,353

$6,208-78.2%

$3,840-64.8%

$11,599-88.3%

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