Retirement plan

AGBU MANOOGIAN-DEMIRDJIAN SCHOOL 401(K) RETIREMENT PLAN

Name: AGBU MANOOGIAN-DEMIRDJIAN SCHOOL - AGBU MANOOGIAN-DEMIRDJIAN SCHOOL 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: AGBU MANOOGIAN-DEMIRDJIAN SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AGBU MANOOGIAN-DEMIRDJIAN SCHOOL 401(K) RETIREMENT PLAN, AGBU MANOOGIAN-DEMIRDJIAN SCHOOL

AGBU MANOOGIAN-DEMIRDJIAN SCHOOLEIN 95-3042495Plan #001PY 2016

6844 OAKDALE AVENUE - CANOGA PARK, CA 91306818-883-2428LinkedIn51-200 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.8M

+15.8% from 2015

Total participants

115

+51.3% from 2015

Average account balance

$28,887

+12.0% from 2015

Annual return

6.85%

+8.03 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.39M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

43.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$611K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$343

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 codes2E2F2G2H2J2T3D

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$120 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.717%

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

$28,887

$46,732-38.2%

$156,551-81.5%

$55,167-47.6%

Participation rate

50.5%

65.8%-15.3pp

84.0%-33.5pp

69.0%-18.5pp

Annual return

6.85%

17.72%-10.9pp

32.23%-25.4pp

169.23%-162.4pp

Employer contribution / active EE

$334

$2,105-84.1%

$5,501-93.9%

$1,963-83.0%

Participant deferral / active EE

$954

$2,204-56.7%

$4,871-80.4%

$3,054-68.8%

Admin fee / account holder

$207

$418-50.5%

$13,028-98.4%

$504-58.9%

AGBU MANOOGIAN-DEMIRDJIAN SCHOOL 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AGBU MANOOGIAN-DEMIRDJIAN SCHOOL 401(K) RETIREMENT 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