Retirement plan

ASPS 401(K) PLAN

Name: AMERICAN SOCIETY OF PLASTIC SURGEONS - ASPS 401(K) PLAN (2017) Form 5500
Creator: AMERICAN SOCIETY OF PLASTIC SURGEONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASPS 401(K) PLAN, AMERICAN SOCIETY OF PLASTIC SURGEONS

AMERICAN SOCIETY OF PLASTIC SURGEONSEIN 94-1535436Plan #003PY 2017

444 EAST ALGONQUIN ROAD - ARLINGTON HEIGHTS, IL 600054664847-228-9900plasticsurgery.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$5.3M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$9.7M

+26.9% from 2016

Total participants

155

+11.5% from 2016

Average account balance

$62,516

+13.8% from 2016

Annual return

18.28%

+9.79 pp from 2016

Benchmarks

See 152 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Cohort152 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.72M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

154

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

$1.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$319

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$13 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.013%

all-in expense ratio

Categories reported

0 / 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: LEGACY PROFESSIONALS LLP
Auditor EIN: 320043599
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,516

$81,070-22.9%

$86,582-27.8%

Participation rate

100.0%

69.8%+30.2pp

73.5%+26.5pp

Annual return

18.28%

13.68%+4.6pp

965.08%-946.8pp

Employer contribution / active EE

$2,483

$2,009+23.6%

$2,839-12.5%

Participant deferral / active EE

$5,780

$3,009+92.1%

$3,609+60.2%

Admin fee / account holder

$2,785-99.7%

$4,904-99.8%

ASPS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASPS 401(K) 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