Retirement plan

ACCF SERVICES/MEDAXIOM 401(K) RETIREMENT PLAN

Name: AMERICAN COLLEGE OF CARDIOLOGY - ACCF SERVICES MEDAXIOM - ACCF SERVICES/MEDAXIOM 401(K) RETIREMENT PLAN (2022) Form 5500
Creator: AMERICAN COLLEGE OF CARDIOLOGY - ACCF SERVICES MEDAXIOM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCF SERVICES/MEDAXIOM 401(K) RETIREMENT PLAN, AMERICAN COLLEGE OF CARDIOLOGY - ACCF SERVICES MEDAXIOM

AMERICAN COLLEGE OF CARDIOLOGY - ACCF SERVICES MEDAXIOMEIN 83-3513296Plan #001PY 2022

2400 N STREET NW - WASHINGTON, DC 20037202-375-6000

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2M

+25.9% from 2021

Total participants

+2.1% from 2021

Average account balance

$44,534

-4.9% from 2021

Annual return

-18.06%

-35.82 pp from 2021

Benchmarks

See 9,360 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,360 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.94M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$938K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+16.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1377

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 codes2E2F2G2J2T

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$39 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.087%

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

$44,534

$54,370-18.1%

$82,763-46.2%

$68,490-35.0%

Participation rate

93.3%

63.9%+29.4pp

72.6%+20.8pp

67.9%+25.4pp

Annual return

-18.06%

-13.67%-4.4pp

702.45%-720.5pp

-7.85%-10.2pp

Employer contribution / active EE

$9,137

$2,219+311.7%

$3,008+203.7%

$2,597+251.9%

Participant deferral / active EE

$6,401

$3,247+97.1%

$4,395+45.6%

$4,028+58.9%

Admin fee / account holder

$39

$4,398-99.1%

$5,325-99.3%

$5,403-99.3%

ACCF SERVICES/MEDAXIOM 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACCF SERVICES/MEDAXIOM 401(K) 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