Retirement plan

PARTNERS FOR EDUCATIONAL LEADERSHIP, INC. 403(B) DC PLAN

Name: PARTNERS FOR EDUCATION LEADERSHIP, INC. INC. - PARTNERS FOR EDUCATIONAL LEADERSHIP, INC. 403(B) DC PLAN (2025) Form 5500
Creator: PARTNERS FOR EDUCATION LEADERSHIP, INC. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARTNERS FOR EDUCATIONAL LEADERSHIP, INC. 403(B) DC PLAN, PARTNERS FOR EDUCATION LEADERSHIP, INC. INC.

PARTNERS FOR EDUCATION LEADERSHIP, INC. INC.EIN 06-1525201Plan #001PY 2025

26 CAYA AVENUE - WEST HARTFORD, CT 061101186860-586-2340partnersforel.orgLinkedIn11-50 employeeseducation management

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.7M

+11.2% from 2024

Total participants

0.0% from 2024

Average account balance

$275,489

+4.6% from 2024

Annual return

11.04%

-3.82 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.68M

Not enough data

1 years with asset history on file

Average account balance

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

$275K

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.

141.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9241

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 codes2F2G2L2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$157K

$13091 / participant

Other / not subdivided$157K100.0%

% of EOY assets

3.354%

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

$275,489

$102,595+168.5%

$94,057+192.9%

$154,746+78.0%

Participation rate

91.7%

76.0%+15.7pp

73.3%+18.3pp

80.7%+11.0pp

Annual return

11.04%

583.42%-572.4pp

480.62%-469.6pp

172.34%-161.3pp

Employer contribution / active EE

$4,083

$3,147+29.7%

$2,933+39.2%

$4,379-6.8%

Participant deferral / active EE

$9,456

$5,118+84.7%

$4,709+100.8%

$6,730+40.5%

Admin fee / account holder

$9,241

$7,736+19.5%

$7,244+27.6%

$14,365-35.7%

PARTNERS FOR EDUCATIONAL LEADERSHIP, INC. 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARTNERS FOR EDUCATIONAL LEADERSHIP, INC. 403(B) DC 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