Retirement plan

AMERICAN ACADEMY OF DERMATOLOGY 403B PLAN

Name: AMERICAN ACADEMY OF DERMATOLOGY INC - AMERICAN ACADEMY OF DERMATOLOGY 403B PLAN (2017) Form 5500
Creator: AMERICAN ACADEMY OF DERMATOLOGY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN ACADEMY OF DERMATOLOGY 403B PLAN, AMERICAN ACADEMY OF DERMATOLOGY INC

AMERICAN ACADEMY OF DERMATOLOGY INCEIN 41-0793046Plan #003PY 2017

9500 W. BRYN MAWR AVENUE, SUITE 500 - ROSEMONT, IL 600185216847-330-0230aad.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$10.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$29M

+28.5% from 2016

Total participants

231

+5.5% from 2016

Average account balance

$134,101

+27.3% from 2016

Annual return

22.28%

+15.98 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$65.92M

Not enough data

1 years with asset history on file

Average account balance

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

$258K

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.

256

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+17.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
INDEPENDENT FINANCIAL PARTNERS1 year Service code 27 · EIN 59-3331424	Advisory (Plan)	$21,563
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,813

Plan features & details

Pension benefit codes2G2K2M2T3D

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$24K

$135 / participant

Other / not subdivided$24K100.0%

% of EOY assets

0.084%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$134,101

$50,637+164.8%

$86,582+54.9%

$62,293+115.3%

Participation rate

91.7%

67.9%+23.8pp

73.5%+18.1pp

69.5%+22.2pp

Annual return

22.28%

20.80%+1.5pp

965.08%-942.8pp

28.90%-6.6pp

Employer contribution / active EE

$4,968

$2,075+139.4%

$2,839+75.0%

$2,042+143.3%

Participant deferral / active EE

$7,469

$2,611+186.0%

$3,609+107.0%

$3,169+135.7%

Admin fee / account holder

$113

$413-72.7%

$4,904-97.7%

$479-76.5%

Provider

Service type

Compensation

INDEPENDENT FINANCIAL PARTNERS1 year

Service code 27 · EIN 59-3331424

Advisory (Plan)

$21,563

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,813

AMERICAN ACADEMY OF DERMATOLOGY 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN ACADEMY OF DERMATOLOGY 403B 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