Retirement plan

AMATEUR ATHLETIC UNION OF THE U.S., INC. DEFINED CONTRIBUTION PLAN

Name: AMATEUR ATHLETIC UNION OF THE U.S.,INC. - AMATEUR ATHLETIC UNION OF THE U.S., INC. DEFINED CONTRIBUTION PLAN (2016) Form 5500
Creator: AMATEUR ATHLETIC UNION OF THE U.S.,INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMATEUR ATHLETIC UNION OF THE U.S., INC. DEFINED CONTRIBUTION PLAN, AMATEUR ATHLETIC UNION OF THE U.S.,INC.

AMATEUR ATHLETIC UNION OF THE U.S.,INC.EIN 35-6057862Plan #002PY 2016

P.O. BOX 10,000 - LAKE BUENA VISTA, FL 328301000407-934-7200aausports.orgLinkedIn51-200 employeessports

Other plans on this EIN

1 filing

#003Retirement-$810K assets

Prospect flagsLow returnsHigh feesLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$686K

No prior year

Total participants

No prior year

Average account balance

$14,907

No prior year

Annual return

4.52%

No prior year

Benchmarks

See 2,538 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,538 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.46M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

164.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$458K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1778

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 codes2E2F2G2T3D

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.
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

4 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$26K

$598 / participant

Other / not subdivided$26K100.0%

% of EOY assets

3.836%

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

$14,907

$41,377-64.0%

$109,313-86.4%

$62,881-76.3%

Participation rate

77.3%

57.5%+19.7pp

71.3%+6.0pp

69.3%+8.0pp

Annual return

4.52%

11.05%-6.5pp

22.07%-17.6pp

20.14%-15.6pp

Employer contribution / active EE

$2,415

$1,276+89.3%

$3,892-37.9%

$2,281+5.9%

Participant deferral / active EE

$2,045-100.0%

$3,166-100.0%

$3,203-100.0%

Admin fee / account holder

$572

$2,884-80.2%

$5,666-89.9%

$4,296-86.7%

AMATEUR ATHLETIC UNION OF THE U.S., INC. DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMATEUR ATHLETIC UNION OF THE U.S., INC. 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