Retirement plan

EMPLOYEE BENEFIT PLAN OF DIABETES ASSOCIATION OF ATLANTA, INC.

Name: DIABETES ASSOCIATION OF ATLANTA, IN C. - EMPLOYEE BENEFIT PLAN OF DIABETES ASSOCIATION OF ATLANTA, INC. (2015) Form 5500
Creator: DIABETES ASSOCIATION OF ATLANTA, IN C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF DIABETES ASSOCIATION OF ATLANTA, INC., DIABETES ASSOCIATION OF ATLANTA, IN C.

DIABETES ASSOCIATION OF ATLANTA, IN C.EIN 58-0973055Plan #002PY 2015

100 EDGEWOOD AVE NE STE 1004 - ATLANTA, GA 30303404-527-7150diabetesatlanta.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$333K

No prior year

Total participants

No prior year

Average account balance

$30,301

No prior year

Annual return

-0.96%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$110K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

350.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

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

$208

$52 / participant

Other / not subdivided$208100.0%

% of EOY assets

0.062%

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

$30,301

$168,635-82.0%

$147,617-79.5%

$125,389-75.8%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-0.96%

77.65%-78.6pp

61.98%-62.9pp

282.24%-283.2pp

Employer contribution / active EE

$2,093

$6,252-66.5%

$5,564-62.4%

$4,866-57.0%

Participant deferral / active EE

$4,800

$5,507-12.8%

$4,895-1.9%

$5,352-10.3%

Admin fee / account holder

$19

$13,580-99.9%

$11,612-99.8%

$9,541-99.8%

EMPLOYEE BENEFIT PLAN OF DIABETES ASSOCIATION OF ATLANTA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF DIABETES ASSOCIATION OF ATLANTA, 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