Retirement plan

ASPS DEFINED CONTRIBUTION PLAN

Name: AMERICAN SOCIETY OF PLASTIC SURG - ASPS DEFINED CONTRIBUTION PLAN (2019) Form 5500
Creator: AMERICAN SOCIETY OF PLASTIC SURG
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASPS DEFINED CONTRIBUTION PLAN, AMERICAN SOCIETY OF PLASTIC SURG

AMERICAN SOCIETY OF PLASTIC SURGEIN 94-1535436Plan #002PY 2019

444 EAST ALGONQUIN ROAD - ARLINGTON HEIGHTS, IL 600054664847-228-3321plasticsurgery.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#003Retirement-$10.6M assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.5M

+11.9% from 2018

Total participants

116

+10.5% from 2018

Average account balance

$49,654

+5.8% from 2018

Annual return

18.74%

+27.45 pp from 2018

Benchmarks

See 8,599 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,599 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.97M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

132

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

$557K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$216

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

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$773K

$9095 / participant

Other / not subdivided$773K100.0%

% of EOY assets

14.154%

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

$49,654

$54,757-9.3%

$90,304-45.0%

$72,975-32.0%

Participation rate

92.9%

65.2%+27.8pp

73.3%+19.7pp

69.5%+23.5pp

Annual return

18.74%

30.63%-11.9pp

78.13%-59.4pp

81.01%-62.3pp

Employer contribution / active EE

$4,896

$2,093+133.9%

$2,855+71.5%

$2,440+100.6%

Participant deferral / active EE

$2,887-100.0%

$3,885-100.0%

$3,608-100.0%

Admin fee / account holder

$7,028

$3,973+76.9%

$5,354+31.3%

$5,124+37.2%

ASPS DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASPS DEFINED CONTRIBUTION 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