Retirement plan

AGBU MANOOGIAN-DEMIRDJIAN SCHOOL 401(K) RETIREMENT PLAN

Name: AGBU MANOOGIAN-DEMIRDJIAN SCHOOL - AGBU MANOOGIAN-DEMIRDJIAN SCHOOL 401(K) RETIREMENT PLAN (2017) 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 2017

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

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.2M

+24.8% from 2016

Total participants

101

-12.2% from 2016

Average account balance

$34,388

+19.0% from 2016

Annual return

17.09%

+10.24 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$37K

$390 / participant

Other / not subdivided$37K100.0%

% of EOY assets

1.677%

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

$34,388

$84,236-59.2%

$170,435-79.8%

$70,126-51.0%

Participation rate

62.5%

70.8%-8.3pp

83.6%-21.1pp

69.5%-7.0pp

Annual return

17.09%

23.06%-6.0pp

205.94%-188.9pp

73.15%-56.1pp

Employer contribution / active EE

$403

$3,387-88.1%

$5,432-92.6%

$2,343-82.8%

Participant deferral / active EE

$1,276

$3,086-58.7%

$4,939-74.2%

$3,332-61.7%

Admin fee / account holder

$577

$5,698-89.9%

$13,881-95.8%

$4,645-87.6%

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