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 (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+6.8% from 2016

Total participants

-6.3% from 2016

Average account balance

$119,899

+13.9% from 2016

Annual return

15.75%

+9.04 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

$251K

$22857 / participant

Other / not subdivided$251K100.0%

% of EOY assets

13.980%

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

$119,899

$73,518+63.1%

$63,003+90.3%

$147,585-18.8%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

15.75%

175.46%-159.7pp

87.59%-71.8pp

578.56%-562.8pp

Employer contribution / active EE

$4,904

$3,322+47.6%

$2,760+77.7%

$4,876+0.6%

Participant deferral / active EE

$4,282

$4,183+2.4%

$3,329+28.6%

$5,439-21.3%

Admin fee / account holder

$16,762

$5,952+181.6%

$3,600+365.6%

$10,885+54.0%

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