Retirement plan

AACE 401(K)/PROFIT SHARING PLAN

Name: AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS, INC. - AACE 401(K)/PROFIT SHARING PLAN (2023) Form 5500
Creator: AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AACE 401(K)/PROFIT SHARING PLAN, AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS, INC.

AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS, INC.EIN 59-3063956Plan #001PY 2023

7643 GATE PKWY STE 104-328 - JACKSONVILLE, FL 32256904-353-7878LinkedIn51-200 employeeshealth, wellness and fitness

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed October 22, 2024

Plan administrator

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7643 Gateway Parkway, Suite 104-328

Jacksonville, FL 32256

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Plans declared (1)

Plan name not on file1 emp

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Total assets (EOY)

$3.7M

+20.6% from 2022

Total participants

+3.2% from 2022

Average account balance

$58,830

+18.7% from 2022

Annual return

18.42%

+24.79 pp from 2022

Benchmarks

See 20,804 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,804 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.80M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

155.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$571K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7920

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

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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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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

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

$439K

$11554 / participant

Other / not subdivided$439K100.0%

% of EOY assets

11.846%

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

$58,830

$77,901-24.5%

$149,717-60.7%

$75,181-21.7%

Participation rate

94.7%

65.6%+29.2pp

78.8%+16.0pp

67.2%+27.5pp

Annual return

18.42%

31.73%-13.3pp

134.41%-116.0pp

160.69%-142.3pp

Employer contribution / active EE

$4,373

$3,137+39.4%

$4,820-9.3%

$2,671+63.7%

Participant deferral / active EE

$8,962

$3,411+162.7%

$5,682+57.7%

$4,126+117.2%

Admin fee / account holder

$6,969

$5,949+17.1%

$13,213-47.3%

$5,650+23.3%

AACE 401(K)/PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AACE 401(K)/PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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