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. (2020) 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 2020

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

Prospect flagsHigh feesLow participationLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$441K

+25.8% from 2019

Total participants

-21.9% from 2019

Average account balance

$12,611

+90.5% from 2019

Annual return

21.80%

-2.61 pp from 2019

Benchmarks

See 3,932 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,932 peers

Snapshot2020

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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer 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.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$114K

$1410 / participant

Other / not subdivided$114K100.0%

% of EOY assets

25.868%

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

$12,611

$49,239-74.4%

$70,462-82.1%

$79,858-84.2%

Participation rate

33.3%

69.2%-35.8pp

75.1%-41.7pp

69.6%-36.3pp

Annual return

21.80%

30.08%-8.3pp

109.08%-87.3pp

31.72%-9.9pp

Employer contribution / active EE

$231

$2,100-89.0%

$2,737-91.6%

$2,471-90.7%

Participant deferral / active EE

$1,346

$2,769-51.4%

$3,710-63.7%

$3,740-64.0%

Admin fee / account holder

$3,262

$2,876+13.4%

$3,845-15.2%

$5,306-38.5%

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