Retirement plan

ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS

Name: ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS - ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS (2020) Form 5500
Creator: ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS, ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS

ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTSEIN 51-0161670Plan #001PY 2020

125 S. WACKER DR., SUITE 600 - CHICAGO, IL 60606312-424-2426diabeteseducator.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8M

+32.6% from 2019

Total participants

+1.4% from 2019

Average account balance

$109,633

+30.8% from 2019

Annual return

27.60%

+2.91 pp from 2019

Benchmarks

See 3,927 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,927 peers

Snapshot2020

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

$561K

$9845 / participant

Other / not subdivided$561K100.0%

% of EOY assets

7.012%

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

$109,633

$49,255+122.6%

$70,494+55.5%

$79,856+37.3%

Participation rate

100.0%

69.2%+30.8pp

75.1%+24.9pp

69.6%+30.4pp

Annual return

27.60%

30.10%-2.5pp

109.16%-81.6pp

31.71%-4.1pp

Employer contribution / active EE

$6,096

$2,100+190.3%

$2,738+122.6%

$2,471+146.7%

Participant deferral / active EE

$8,993

$2,768+224.9%

$3,711+142.3%

$3,741+140.4%

Admin fee / account holder

$7,687

$2,879+167.0%

$3,848+99.8%

$5,306+44.9%

ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS

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