Retirement plan

AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE MONEY PURCHASE PLAN

Name: AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE - AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE MONEY PURCHASE PLAN (2018) 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 2018

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)

$840K

-11.3% from 2017

Total participants

-33.3% from 2017

Average account balance

$140,027

+3.4% from 2017

Annual return

-7.46%

-23.30 pp from 2017

Benchmarks

See 5,138 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,138 peers

Snapshot2018

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

$66K

$16439 / participant

Other / not subdivided$66K100.0%

% of EOY assets

7.827%

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

$140,027

$127,096+10.2%

$105,736+32.4%

$135,380+3.4%

Participation rate

100.0%

82.7%+17.3pp

76.3%+23.7pp

82.6%+17.4pp

Annual return

-7.46%

4.49%-12.0pp

6.27%-13.7pp

519.81%-527.3pp

Employer contribution / active EE

$7,266

$4,107+76.9%

$3,268+122.3%

$4,779+52.0%

Participant deferral / active EE

$5,064-100.0%

$4,080-100.0%

$5,609-100.0%

Admin fee / account holder

$10,959

$9,087+20.6%

$6,913+58.5%

$10,828+1.2%

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