Retirement plan

DRUG ABUSE TREATMENT ASSOCIATION, INC. RETIREMENT PLAN

Name: DRUG ABUSE TREATMENT ASSOCIATION, INC. - DRUG ABUSE TREATMENT ASSOCIATION, INC. RETIREMENT PLAN (2021) Form 5500
Creator: DRUG ABUSE TREATMENT ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRUG ABUSE TREATMENT ASSOCIATION, INC. RETIREMENT PLAN, DRUG ABUSE TREATMENT ASSOCIATION, INC.

DRUG ABUSE TREATMENT ASSOCIATION, INC.EIN 59-1363887Plan #001PY 2021

1016 CLEMMONS ST STE 300 - JUPITER, FL 334773305561-743-1034

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$3.9M

+23.3% from 2020

Total participants

-15.0% from 2020

Average account balance

$48,404

+20.2% from 2020

Annual return

27.31%

+24.74 pp from 2020

Benchmarks

See 8,920 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,920 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.85M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

72.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$777K

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

+7.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4540

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 codes2E2G2J2T3D

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$595K

$8623 / participant

Other / not subdivided$595K100.0%

% of EOY assets

15.364%

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

$48,404

$65,434-26.0%

$98,483-50.9%

$85,847-43.6%

Participation rate

92.8%

65.0%+27.7pp

73.3%+19.4pp

69.3%+23.4pp

Annual return

27.31%

21.75%+5.6pp

1494.38%-1467.1pp

318.61%-291.3pp

Employer contribution / active EE

$6,444

$2,169+197.1%

$2,961+117.6%

$2,565+151.2%

Participant deferral / active EE

$309

$3,168-90.2%

$4,276-92.8%

$3,952-92.2%

Admin fee / account holder

$7,437

$4,595+61.8%

$5,953+24.9%

$6,261+18.8%

DRUG ABUSE TREATMENT ASSOCIATION, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DRUG ABUSE TREATMENT ASSOCIATION, INC. RETIREMENT 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