Retirement plan

AMERICAN ASSOC FOR PHYSICIAN LEADERSHIP 403(B)

Name: AMERICAN ASSOCIATION FOR PHYSICIAN LEADERSHIP - AMERICAN ASSOC FOR PHYSICIAN LEADERSHIP 403(B) (2015) Form 5500
Creator: AMERICAN ASSOCIATION FOR PHYSICIAN LEADERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN ASSOC FOR PHYSICIAN LEADERSHIP 403(B), AMERICAN ASSOCIATION FOR PHYSICIAN LEADERSHIP

AMERICAN ASSOCIATION FOR PHYSICIAN LEADERSHIPEIN 54-1032555Plan #001PY 2015

400 N. ASHLEY DRIVE, #400 - TAMPA, FL 33602813-636-2805physicianleaders.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$1.9M

No prior year

Total participants

No prior year

Average account balance

$84,158

No prior year

Annual return

0.27%

No prior year

Benchmarks

See 2,454 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,454 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

122.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$227K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1830

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 codes2T2G2F3D2M

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.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$128K

$2988 / participant

Other / not subdivided$128K100.0%

% of EOY assets

6.637%

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

$84,158

$40,264+109.0%

$57,349+46.7%

$59,633+41.1%

Participation rate

37.2%

69.2%-31.9pp

75.1%-37.9pp

68.7%-31.5pp

Annual return

0.27%

27.51%-27.2pp

24.40%-24.1pp

2041.40%-2041.1pp

Employer contribution / active EE

$953

$1,922-50.4%

$2,689-64.6%

$2,203-56.7%

Participant deferral / active EE

$3,035

$2,400+26.5%

$3,162-4.0%

$3,192-4.9%

Admin fee / account holder

$5,586

$2,819+98.1%

$3,356+66.4%

$4,297+30.0%

AMERICAN ASSOC FOR PHYSICIAN LEADERSHIP 403(B)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN ASSOC FOR PHYSICIAN LEADERSHIP 403(B)

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