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 (2019) 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 2019

211 E CHICAGO AVE STE 1100 - CHICAGO, IL 606112687312-335-1550aaid.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+13.2% from 2018

Total participants

+24.0% from 2018

Average account balance

$109,955

-4.2% from 2018

Annual return

11.84%

+12.43 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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 codes2C2E2J

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

$101K

$5637 / participant

Other / not subdivided$101K100.0%

% of EOY assets

3.549%

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

$109,955

$103,038+6.7%

$90,324+21.7%

$152,909-28.1%

Participation rate

72.2%

75.9%-3.7pp

73.3%-1.1pp

82.5%-10.2pp

Annual return

11.84%

95.25%-83.4pp

78.15%-66.3pp

345.46%-333.6pp

Employer contribution / active EE

$3,495

$3,141+11.3%

$2,856+22.4%

$4,764-26.6%

Participant deferral / active EE

$4,013

$4,282-6.3%

$3,885+3.3%

$5,851-31.4%

Admin fee / account holder

$3,903

$6,177-36.8%

$5,356-27.1%

$11,601-66.4%

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