Retirement plan

EMPLOYEE BENEFIT PLAN OF AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.

Name: AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC. - EMPLOYEE BENEFIT PLAN OF AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC. (2024) Form 5500
Creator: AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC., AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.

AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.EIN 90-0753581Plan #001PY 2024

1600 E HILL ST - SIGNAL HILL, CA 907553612562-988-2278auhs.eduLinkedIn11-50 employeeshigher education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+38.9% from 2023

Total participants

+6.3% from 2023

Average account balance

$33,428

+30.7% from 2023

Annual return

11.52%

-18.51 pp from 2023

Benchmarks

See 4,475 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,475 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

145.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$359K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$440

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 codes2F2G2T3D

Plan features

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.
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

$22K

$641 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.317%

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

$33,428

$48,314-30.8%

$67,561-50.5%

$80,925-58.7%

Participation rate

100.0%

66.4%+33.6pp

72.9%+27.1pp

67.7%+32.3pp

Annual return

11.52%

18.28%-6.8pp

3525.44%-3513.9pp

35.65%-24.1pp

Employer contribution / active EE

$1,648

$2,022-18.5%

$2,735-39.7%

$2,756-40.2%

Participant deferral / active EE

$8,596

$2,927+193.7%

$4,003+114.7%

$4,299+100.0%

Admin fee / account holder

$440

$3,690-88.1%

$4,006-89.0%

$6,940-93.7%

EMPLOYEE BENEFIT PLAN OF AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF AMERICAN UNIVERSITY OF HEALTH SCIENCES, 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