Retirement plan

ACCREDITATION COUNCIL FOR PHARMACY EDUCATION 403(B) DC

Name: ACCREDITATION COUNCIL FOR PHARMACY EDUCATION - ACCREDITATION COUNCIL FOR PHARMACY EDUCATION 403(B) DC (2025) Form 5500
Creator: ACCREDITATION COUNCIL FOR PHARMACY EDUCATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCREDITATION COUNCIL FOR PHARMACY EDUCATION 403(B) DC, ACCREDITATION COUNCIL FOR PHARMACY EDUCATION

ACCREDITATION COUNCIL FOR PHARMACY EDUCATIONEIN 36-2123871Plan #001PY 2025

190 S. LASALLE STREET, SUITE 3000 - CHICAGO, IL 606033446312-664-3575acpe-accredit.orgLinkedIn11-50 employeeseducation management

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.6M

+10.6% from 2024

Total participants

+5.7% from 2024

Average account balance

$285,758

+1.6% from 2024

Annual return

14.49%

+2.89 pp from 2024

Benchmarks

See 3,224 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort3,224 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.57M

Not enough data

1 years with asset history on file

Average account balance

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

$286K

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.

246.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$470K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+14.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23123

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 codes2F2L2G2M2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$856K

$57037 / participant

Other / not subdivided$856K100.0%

% of EOY assets

8.092%

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

$285,758

$73,421+289.2%

$66,439+330.1%

$155,188+84.1%

Participation rate

100.0%

79.7%+20.3pp

74.5%+25.5pp

80.8%+19.2pp

Annual return

14.49%

1382.37%-1367.9pp

757.66%-743.2pp

148.84%-134.3pp

Employer contribution / active EE

$15,250

$3,039+401.8%

$2,637+478.4%

$4,248+259.0%

Participant deferral / active EE

$16,110

$4,680+244.2%

$3,876+315.6%

$6,531+146.7%

Admin fee / account holder

$23,123

$8,856+161.1%

$6,173+274.6%

$14,480+59.7%

ACCREDITATION COUNCIL FOR PHARMACY EDUCATION 403(B) DC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACCREDITATION COUNCIL FOR PHARMACY EDUCATION 403(B) DC

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