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 (2018) 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 2018

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

Other plans on this EIN

1 filing

#003Retirement-$684K assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$934K

-0.1% from 2017

Total participants

-5.1% from 2017

Average account balance

$19,055

-4.2% from 2017

Annual return

-3.33%

-8.90 pp from 2017

Benchmarks

See 2,580 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,580 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

2 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.)

Expense breakdown

Schedule H Part II

Admin total

$91K

$1816 / participant

Other / not subdivided$91K100.0%

% of EOY assets

9.725%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,055

$43,723-56.4%

$121,196-84.3%

$64,186-70.3%

Participation rate

86.0%

58.3%+27.7pp

71.7%+14.3pp

69.6%+16.4pp

Annual return

-3.33%

68.91%-72.2pp

16.93%-20.3pp

7.63%-11.0pp

Employer contribution / active EE

$2,408

$1,296+85.8%

$4,022-40.1%

$2,381+1.1%

Participant deferral / active EE

$2,280-100.0%

$3,344-100.0%

$3,470-100.0%

Admin fee / account holder

$1,853

$3,501-47.1%

$5,019-63.1%

$4,888-62.1%

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