Retirement plan

AMERICAN ACADEMY OF IMPLANT DENTISTRY PROFIT SHARING AND 401(K) PLAN

Name: AMERICAN ACADEMY OF IMPLANT DENTISTRY - AMERICAN ACADEMY OF IMPLANT DENTISTRY PROFIT SHARING AND 401(K) PLAN (2017) Form 5500
Creator: AMERICAN ACADEMY OF IMPLANT DENTISTRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN ACADEMY OF IMPLANT DENTISTRY PROFIT SHARING AND 401(K) PLAN, AMERICAN ACADEMY OF IMPLANT DENTISTRY

AMERICAN ACADEMY OF IMPLANT DENTISTRYEIN 41-6044864Plan #001PY 2017

211 E CHICAGO AVE STE 750 - CHICAGO, IL 606116904312-335-1550aaid.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+14.6% from 2016

Total participants

+35.3% from 2016

Average account balance

$132,679

-11.4% from 2016

Annual return

11.06%

+5.62 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.21M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9610

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 codes2E2C2J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$65K

$5395 / participant

Other / not subdivided$65K100.0%

% of EOY assets

2.218%

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

$132,679

$150,447-11.8%

$136,298-2.7%

$147,586-10.1%

Participation rate

91.7%

84.4%+7.2pp

81.9%+9.7pp

82.8%+8.8pp

Annual return

11.06%

1049.15%-1038.1pp

5156.27%-5145.2pp

578.59%-567.5pp

Employer contribution / active EE

$4,400

$5,256-16.3%

$4,696-6.3%

$4,876-9.8%

Participant deferral / active EE

$8,521

$6,631+28.5%

$6,247+36.4%

$5,439+56.7%

Admin fee / account holder

$2,943

$10,906-73.0%

$9,244-68.2%

$10,886-73.0%

AMERICAN ACADEMY OF IMPLANT DENTISTRY PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN ACADEMY OF IMPLANT DENTISTRY PROFIT SHARING AND 401(K) 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