Retirement plan

AMERICAN SECONDARY SCHOOLS FOR INTERNATIONAL STUDENTS & TEACHERS, INC. RETIREMENT PLAN

Name: AMERICAN SECONDARY SCHOOLS FOR INTERNATIONAL - AMERICAN SECONDARY SCHOOLS FOR INTERNATIONAL STUDENTS & TEACHERS, INC. RETIREMENT PLAN (2015) Form 5500
Creator: AMERICAN SECONDARY SCHOOLS FOR INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN SECONDARY SCHOOLS FOR INTERNATIONAL STUDENTS & TEACHERS, INC. RETIREMENT PLAN, AMERICAN SECONDARY SCHOOLS FOR INTERNATIONAL

AMERICAN SECONDARY SCHOOLS FOR INTERNATIONALdba STUDENTS & TEACHERS, INC.EIN 03-0272890Plan #001PY 2015

68 BRIDGE STREET, SUITE 213 - SUFFIELD, CT 060781525860-668-5706LinkedIn1-10 employeese-learning

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

No prior year

Total participants

No prior year

Average account balance

$107,648

No prior year

Annual return

8.29%

No prior year

Benchmarks

See 4,198 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,198 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.20M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

129.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2601

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 codes2G2L

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped

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

$12K

$1306 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.780%

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

$107,648

$64,311+67.4%

$57,356+87.7%

$125,389-14.1%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

83.2%+16.8pp

Annual return

8.29%

25.14%-16.8pp

24.41%-16.1pp

282.24%-273.9pp

Employer contribution / active EE

$4,535

$3,193+42.0%

$2,689+68.7%

$4,866-6.8%

Participant deferral / active EE

$1,103

$3,846-71.3%

$3,162-65.1%

$5,352-79.4%

Admin fee / account holder

$840

$5,243-84.0%

$3,357-75.0%

$9,541-91.2%

AMERICAN SECONDARY SCHOOLS FOR INTERNATIONAL STUDENTS & TEACHERS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN SECONDARY SCHOOLS FOR INTERNATIONAL STUDENTS & TEACHERS, INC. 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