Retirement plan

AMERICAN ASSOCIATION OF DIABETES EDUCATORS 401(K) PLAN

Name: AMERICAN ASSOCIATION OF DIABETES EDUCATORS - AMERICAN ASSOCIATION OF DIABETES EDUCATORS 401(K) PLAN (2017) Form 5500
Creator: AMERICAN ASSOCIATION OF DIABETES EDUCATORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN ASSOCIATION OF DIABETES EDUCATORS 401(K) PLAN, AMERICAN ASSOCIATION OF DIABETES EDUCATORS

AMERICAN ASSOCIATION OF DIABETES EDUCATORSEIN 51-0161670Plan #001PY 2017

200 W. MADISON AVE, STE 800 - CHICAGO, IL 60606312-424-2426diabeteseducator.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.9M

+15.6% from 2016

Total participants

+13.1% from 2016

Average account balance

$71,177

+2.2% from 2016

Annual return

19.04%

+10.87 pp from 2016

Benchmarks

See 3,768 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,768 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.96M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16712

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 codes2E2F2G2J2T3D

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.
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

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

$799K

$15984 / participant

Other / not subdivided$799K100.0%

% of EOY assets

16.273%

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

$71,177

$45,050+58.0%

$63,018+12.9%

$70,126+1.5%

Participation rate

100.0%

69.5%+30.5pp

74.8%+25.2pp

69.5%+30.5pp

Annual return

19.04%

18.76%+0.3pp

87.62%-68.6pp

73.15%-54.1pp

Employer contribution / active EE

$5,461

$2,052+166.1%

$2,761+97.8%

$2,343+133.1%

Participant deferral / active EE

$7,524

$2,466+205.1%

$3,330+126.0%

$3,332+125.8%

Admin fee / account holder

$11,583

$2,834+308.7%

$3,601+221.7%

$4,645+149.3%

AMERICAN ASSOCIATION OF DIABETES EDUCATORS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN ASSOCIATION OF DIABETES EDUCATORS 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