Retirement plan

AMERICAN HORTICULTURE INDUSTRY ASSOCIATION, 401(K) RETIREMENT PLAN

Name: AMERICAN HORTICULTURE INDUSTRY ASSOCIATION - AMERICAN HORTICULTURE INDUSTRY ASSOCIATION, 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: AMERICAN HORTICULTURE INDUSTRY ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN HORTICULTURE INDUSTRY ASSOCIATION, 401(K) RETIREMENT PLAN, AMERICAN HORTICULTURE INDUSTRY ASSOCIATION

AMERICAN HORTICULTURE INDUSTRY ASSOCIATIONEIN 46-4411915Plan #001PY 2015

2130 STELLA COURT, SUITE 200 - COLUMBUS, OH 43215614-487-1117LinkedIn11-50 employeescivic & social organization

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

No prior year

Total participants

No prior year

Average account balance

$120,095

No prior year

Annual return

5.33%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.37M

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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.

135.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$353K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+17.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2949

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

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

$377K

$18859 / participant

Other / not subdivided$377K100.0%

% of EOY assets

13.655%

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

$120,095

$84,685+41.8%

$73,836+62.7%

$125,389-4.2%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

5.33%

3123.80%-3118.5pp

2268.06%-2262.7pp

282.24%-276.9pp

Employer contribution / active EE

$6,470

$3,123+107.2%

$2,787+132.1%

$4,866+33.0%

Participant deferral / active EE

$7,088

$3,993+77.5%

$3,583+97.8%

$5,352+32.4%

Admin fee / account holder

$16,399

$5,694+188.0%

$4,882+235.9%

$9,541+71.9%

AMERICAN HORTICULTURE INDUSTRY ASSOCIATION, 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN HORTICULTURE INDUSTRY ASSOCIATION, 401(K) RETIREMENT 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