Retirement plan

AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE MONEY PURCHASE PLAN

Name: AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE - AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE MONEY PURCHASE PLAN (2016) Form 5500
Creator: AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE MONEY PURCHASE PLAN, AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE

AMERICAN SOCIETY FOR HORTICULTURAL SCIENCEEIN 38-1574442Plan #001PY 2016

1018 DUKE STREET - ALEXANDRIA, VA 22314703-836-4606ashs.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$789K

No prior year

Total participants

No prior year

Average account balance

$98,648

No prior year

Annual return

8.34%

No prior year

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$217K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

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

+13.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$156565

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 codes2C2G2T2D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

Opportunity flags

1 tripped

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

$30K

$6074 / participant

Other / not subdivided$30K100.0%

% of EOY assets

3.848%

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

$98,648

$136,307-27.6%

$106,619-7.5%

$273,972-64.0%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

8.34%

11.05%-2.7pp

9.42%-1.1pp

41.46%-33.1pp

Employer contribution / active EE

$6,445

$5,190+24.2%

$3,947+63.3%

$4,869+32.4%

Participant deferral / active EE

$4,969-100.0%

$3,930-100.0%

$5,287-100.0%

Admin fee / account holder

$3,796

$8,625-56.0%

$6,418-40.9%

$10,133-62.5%

AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE MONEY PURCHASE 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