Retirement plan

ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN

Name: ASSOCIATION OF MILITARY SURGEONS OF THE U.S. - ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN (2016) Form 5500
Creator: ASSOCIATION OF MILITARY SURGEONS OF THE U.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN, ASSOCIATION OF MILITARY SURGEONS OF THE U.S.

ASSOCIATION OF MILITARY SURGEONS OF THE U.S.EIN 53-0029355Plan #001PY 2016

9320 OLD GEORGETOWN ROAD - BETHESDA, MD 208141653301-897-8800LinkedIn1-10 employeescivic & social organization

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+22.7% from 2015

Total participants

0.0% from 2015

Average account balance

$195,009

+22.7% from 2015

Annual return

13.98%

+15.09 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$51

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 codes2F2G2L2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

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

$33K

$3301 / participant

Other / not subdivided$33K100.0%

% of EOY assets

1.209%

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

$195,009

$90,486+115.5%

$78,676+147.9%

$273,972-28.8%

Participation rate

90.0%

76.5%+13.5pp

73.6%+16.4pp

83.0%+7.0pp

Annual return

13.98%

75.62%-61.6pp

62.19%-48.2pp

41.46%-27.5pp

Employer contribution / active EE

$9,384

$3,175+195.6%

$2,850+229.3%

$4,869+92.7%

Participant deferral / active EE

$13,237

$3,901+239.3%

$3,517+276.4%

$5,287+150.4%

Admin fee / account holder

$2,358

$5,263-55.2%

$4,510-47.7%

$10,133-76.7%

ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION OF MILITARY SURGEONS OF THE U. S. PENSION 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