Retirement plan

EMPLOYEE BENEFIT PLAN OF AMPUTEE COALITION OF AMERICA, INC.

Name: AMPUTEE COALITION OF AMERICA, INC. - EMPLOYEE BENEFIT PLAN OF AMPUTEE COALITION OF AMERICA, INC. (2015) Form 5500
Creator: AMPUTEE COALITION OF AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF AMPUTEE COALITION OF AMERICA, INC., AMPUTEE COALITION OF AMERICA, INC.

AMPUTEE COALITION OF AMERICA, INC.EIN 52-1701146Plan #001PY 2015

900 E HILL AVE STE 290 - KNOXVILLE, TN 37915888-267-5669amputee-coalition.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$628K

No prior year

Total participants

No prior year

Average account balance

$26,169

No prior year

Annual return

-1.05%

No prior year

Benchmarks

See 6,945 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort6,945 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

204.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$252K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+24.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2707

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

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

$112K

$8588 / participant

Other / not subdivided$112K100.0%

% of EOY assets

17.777%

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

$26,169

$86,701-69.8%

$73,309-64.3%

$125,389-79.1%

Participation rate

100.0%

78.6%+21.4pp

74.9%+25.1pp

83.2%+16.8pp

Annual return

-1.05%

2.78%-3.8pp

5.67%-6.7pp

282.24%-283.3pp

Employer contribution / active EE

$2,892

$4,152-30.3%

$3,237-10.7%

$4,866-40.6%

Participant deferral / active EE

$6,252

$5,549+12.7%

$4,991+25.3%

$5,352+16.8%

Admin fee / account holder

$4,652

$7,768-40.1%

$5,635-17.4%

$9,541-51.2%

EMPLOYEE BENEFIT PLAN OF AMPUTEE COALITION OF AMERICA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF AMPUTEE COALITION OF AMERICA, INC.

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