Retirement plan

AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE 401(K) PROFIT SHARING PLAN

Name: AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE - AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE 401(K) PROFIT SHARING PLAN (2022) 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 401(K) PROFIT SHARING PLAN, AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE

AMERICAN SOCIETY FOR HORTICULTURAL SCIENCEEIN 38-1574442Plan #001PY 2022

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

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.3M

-10.4% from 2021

Total participants

-14.3% from 2021

Average account balance

$222,720

+4.6% from 2021

Annual return

-13.83%

-23.62 pp from 2021

Benchmarks

See 6,309 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,309 peers

Snapshot2022

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 codes2E2G2T2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$943

$314 / participant

Other / not subdivided$943100.0%

% of EOY assets

0.071%

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

$222,720

$129,960+71.4%

$104,299+113.5%

$134,545+65.5%

Participation rate

100.0%

79.5%+20.5pp

73.3%+26.7pp

81.2%+18.8pp

Annual return

-13.83%

42.06%-55.9pp

24.62%-38.4pp

418.37%-432.2pp

Employer contribution / active EE

$4,186-100.0%

$3,373-100.0%

$4,742-100.0%

Participant deferral / active EE

$17,250

$5,589+208.6%

$4,626+272.9%

$6,401+169.5%

Admin fee / account holder

$157

$9,324-98.3%

$7,339-97.9%

$11,431-98.6%

AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE 401(K) PROFIT SHARING 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