Retirement plan

CHESTNUT SCHOOL OF HERBAL MEDICINE 401(K) PLAN

Name: CHESTNUT SCHOOL OF HERBAL MEDICINE - CHESTNUT SCHOOL OF HERBAL MEDICINE 401(K) PLAN (2019) Form 5500
Creator: CHESTNUT SCHOOL OF HERBAL MEDICINE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHESTNUT SCHOOL OF HERBAL MEDICINE 401(K) PLAN, CHESTNUT SCHOOL OF HERBAL MEDICINE

CHESTNUT SCHOOL OF HERBAL MEDICINEEIN 45-5011729Plan #001PY 2019

101 LONGVIEW ROAD - ASHEVILLE, NC 28806828-398-0285chestnutherbs.comLinkedIn11-50 employeeshigher education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$206K

+62.2% from 2018

Total participants

+66.7% from 2018

Average account balance

$41,127

-2.7% from 2018

Annual return

33.98%

-204.65 pp from 2018

Benchmarks

See 6,052 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,052 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

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.
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

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

$2K

$348 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.845%

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

$41,127

$77,416-46.9%

$69,464-40.8%

$152,897-73.1%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

33.98%

39.08%-5.1pp

28.98%+5.0pp

345.43%-311.5pp

Employer contribution / active EE

$2,473

$3,315-25.4%

$2,779-11.0%

$4,764-48.1%

Participant deferral / active EE

$4,678

$4,413+6.0%

$3,536+32.3%

$5,851-20.0%

Admin fee / account holder

$348

$6,208-94.4%

$3,840-90.9%

$11,599-97.0%

CHESTNUT SCHOOL OF HERBAL MEDICINE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHESTNUT SCHOOL OF HERBAL MEDICINE 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