Retirement plan

AMERICAN FISHERIES SOCIETY PENSION PLAN

Name: AMERICAN FISHERIES SOCIETY - AMERICAN FISHERIES SOCIETY PENSION PLAN (2015) Form 5500
Creator: AMERICAN FISHERIES SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN FISHERIES SOCIETY PENSION PLAN, AMERICAN FISHERIES SOCIETY

AMERICAN FISHERIES SOCIETYEIN 54-0683803Plan #001PY 2015

5410 GROSVENOR LANE - BETHESDA, MD 20814301-897-8616idahoafs.orgLinkedIn11-50 employeesfishery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$46,484

No prior year

Annual return

1.95%

No prior year

Benchmarks

See 27,820 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort27,820 peers

Snapshot2015

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

$16K

$1178 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.478%

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

$46,484

$140,592-66.9%

$123,106-62.2%

$125,388-62.9%

Participation rate

78.6%

88.2%-9.6pp

86.8%-8.2pp

83.2%-4.6pp

Annual return

1.95%

16.80%-14.9pp

13.22%-11.3pp

282.24%-280.3pp

Employer contribution / active EE

$5,135

$6,041-15.0%

$5,151-0.3%

$4,866+5.5%

Participant deferral / active EE

$6,980-100.0%

$6,229-100.0%

$5,352-100.0%

Admin fee / account holder

$687

$11,198-93.9%

$9,015-92.4%

$9,541-92.8%

AMERICAN FISHERIES SOCIETY PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN FISHERIES SOCIETY 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