Retirement plan

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF AMERICAN INSTITUTE OF BIOLOGICAL SCIENCES, INC.

Name: AMERICAN INSTITUTE OF BIOLOGICAL SCIENCES, INC. - TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF AMERICAN INSTITUTE OF BIOLOGICAL SCIENCES, INC. (2016) Form 5500
Creator: AMERICAN INSTITUTE OF BIOLOGICAL SCIENCES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF AMERICAN INSTITUTE OF BIOLOGICAL SCIENCES, INC., AMERICAN INSTITUTE OF BIOLOGICAL SCIENCES, INC.

AMERICAN INSTITUTE OF BIOLOGICAL SCIENCES, INC.EIN 53-0220853Plan #002PY 2016

C/O BURK ASSOCIATES, INC., 1313 DOLLEY MADISON BLVD., STE. 402 - MCLEAN, VA 22101703-790-1745aibs.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4M

No prior year

Total participants

No prior year

Average account balance

$45,632

No prior year

Annual return

6.13%

No prior year

Benchmarks

See 7,816 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,816 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$6.36M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

355.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9712

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2L

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.

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

$136K

$4687 / participant

Other / not subdivided$136K100.0%

% of EOY assets

3.424%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,632

$48,076-5.1%

$78,689-42.0%

$62,891-27.4%

Participation rate

96.6%

65.2%+31.3pp

73.6%+23.0pp

69.3%+27.2pp

Annual return

6.13%

31.35%-25.2pp

62.18%-56.0pp

20.14%-14.0pp

Employer contribution / active EE

$3,120

$2,015+54.8%

$2,851+9.4%

$2,281+36.8%

Participant deferral / active EE

$2,588-100.0%

$3,517-100.0%

$3,203-100.0%

Admin fee / account holder

$1,562

$3,207-51.3%

$4,510-65.4%

$4,296-63.6%

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF AMERICAN INSTITUTE OF BIOLOGICAL SCIENCES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF AMERICAN INSTITUTE OF BIOLOGICAL SCIENCES, 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