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 (2017) 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 2017

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

Other plans on this EIN

1 filing

#003Retirement-$783K assets

Prospect flagsLow returnsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$935K

+36.4% from 2016

Total participants

+5.4% from 2016

Average account balance

$19,894

+33.5% from 2016

Annual return

5.58%

+1.06 pp from 2016

Benchmarks

See 2,508 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,508 peers

Snapshot2017

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

3 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.

Expense breakdown

Schedule H Part II

Admin total

$17K

$341 / participant

Other / not subdivided$17K100.0%

% of EOY assets

1.858%

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

$19,894

$46,877-57.6%

$122,354-83.7%

$70,126-71.6%

Participation rate

76.5%

58.2%+18.3pp

71.6%+4.8pp

69.5%+6.9pp

Annual return

5.58%

24.22%-18.6pp

30.28%-24.7pp

73.15%-67.6pp

Employer contribution / active EE

$4,419

$1,288+243.0%

$4,051+9.1%

$2,343+88.7%

Participant deferral / active EE

$2,167-100.0%

$3,287-100.0%

$3,332-100.0%

Admin fee / account holder

$370

$3,324-88.9%

$5,479-93.3%

$4,645-92.0%

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