Retirement plan

OHSAA DEFINED CONTRIBUTION PLAN

Name: OHIO HIGH SCHOOL ATHLETIC ASSOCIATION DBA OHSAA - OHSAA DEFINED CONTRIBUTION PLAN (2018) Form 5500
Creator: OHIO HIGH SCHOOL ATHLETIC ASSOCIATION DBA OHSAA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OHSAA DEFINED CONTRIBUTION PLAN, OHIO HIGH SCHOOL ATHLETIC ASSOCIATION DBA OHSAA

OHIO HIGH SCHOOL ATHLETIC ASSOCIATION DBA OHSAAEIN 31-4355728Plan #002PY 2018

4080 ROSELEA PLACE - COLUMBUS, OH 43214614-267-2502ohsaa.orgLinkedIn1-10 employeessports

Other plans on this EIN

1 filing

#001Retirement-$7.2M assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.8M

+21.4% from 2017

Total participants

0.0% from 2017

Average account balance

$192,831

+26.3% from 2017

Annual return

12.75%

-1.74 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

$4.03M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

123.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$296K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4482

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 codes2E2F2G2J2L2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

$102K

$4243 / participant

Other / not subdivided$102K100.0%

% of EOY assets

2.112%

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

$192,831

$69,541+177.3%

$59,899+221.9%

$135,380+42.4%

Participation rate

91.7%

77.8%+13.8pp

74.7%+17.0pp

82.6%+9.0pp

Annual return

12.75%

7.95%+4.8pp

3.46%+9.3pp

519.81%-507.1pp

Employer contribution / active EE

$10,875

$3,236+236.0%

$2,723+299.4%

$4,779+127.6%

Participant deferral / active EE

$7,745

$4,206+84.1%

$3,402+127.6%

$5,609+38.1%

Admin fee / account holder

$4,074

$5,737-29.0%

$3,592+13.4%

$10,828-62.4%

OHSAA DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OHSAA DEFINED CONTRIBUTION 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