Retirement plan

AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS STAFF 401(K) RETIREMENT PLAN

Name: THE ACOG STAFF RETIREMENT PLAN - AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS STAFF 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: THE ACOG STAFF RETIREMENT PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS STAFF 401(K) RETIREMENT PLAN, THE ACOG STAFF RETIREMENT PLAN

THE ACOG STAFF RETIREMENT PLANEIN 90-0489809Plan #001PY 2018

409 12TH ST SW - WASHINGTON, DC 200242125202-863-2495acog.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 6, 2020

Plan administrator

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409 12th St SW

Washington, DC 20024

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Plans declared (1)

Plan name not on file7 emp

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Total assets (EOY)

$33M

No prior year

Total participants

323

No prior year

Average account balance

$103,070

No prior year

Annual return

18.98%

No prior year

Benchmarks

See 956 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort956 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$44.38M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

336

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

$2.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$168

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: BANK OF AMERICA MERRILL Service code 27 · EIN 94-1687665	Advisory (Plan)	$29,463
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085	Advisory (Plan)	$7,373
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$3,242

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$33K

$127 / participant

Investment mgmt$29K90.1%
Contract admin$3K9.9%

% of EOY assets

0.099%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$103,070

$70,083+47.1%

$59,899+72.1%

$55,725+85.0%

Participation rate

98.8%

78.4%+20.5pp

74.7%+24.1pp

70.9%+28.0pp

Annual return

18.98%

3.13%+15.9pp

3.46%+15.5pp

244.93%-226.0pp

Employer contribution / active EE

$5,835

$2,878+102.7%

$2,723+114.3%

$2,078+180.8%

Participant deferral / active EE

$4,656

$3,079+51.2%

$3,402+36.8%

$3,356+38.7%

Admin fee / account holder

$102

$70+45.3%

$3,592-97.2%

$115-11.3%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: BANK OF AMERICA MERRILL

Service code 27 · EIN 94-1687665

Advisory (Plan)

$29,463

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: MERRILL LYNCH

Service code 27 · EIN 13-5674085

Advisory (Plan)

$7,373

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$3,242

AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS STAFF 401(K) RETIREMENT 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

AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS STAFF 401(K) RETIREMENT 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