Retirement plan

ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS

Name: ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS - ASSOCIATION OF DIABETES CARE & EDUCATION SPECIALISTS (2023) 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 2023

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)

$8.8M

+30.4% from 2022

Total participants

+11.0% from 2022

Average account balance

$109,216

+17.5% from 2022

Annual return

28.84%

+48.24 pp from 2022

Benchmarks

See 4,420 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,420 peers

Snapshot2023

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

$770K

$13284 / participant

Other / not subdivided$770K100.0%

% of EOY assets

8.709%

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

$109,216

$46,599+134.4%

$64,101+70.4%

$75,173+45.3%

Participation rate

100.0%

65.9%+34.1pp

72.3%+27.7pp

67.2%+32.8pp

Annual return

28.84%

26.06%+2.8pp

33.72%-4.9pp

160.72%-131.9pp

Employer contribution / active EE

$5,941

$1,975+200.8%

$2,749+116.1%

$2,671+122.4%

Participant deferral / active EE

$9,088

$2,837+220.4%

$3,881+134.2%

$4,126+120.3%

Admin fee / account holder

$9,512

$2,956+221.8%

$3,070+209.8%

$5,651+68.3%

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