Retirement plan

COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN

Name: COLLEGE BOARD - COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN (2022) Form 5500
Creator: COLLEGE BOARD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN, COLLEGE BOARD

COLLEGE BOARDEIN 13-1623965Plan #003PY 2022

250 VESEY STREET - NEW YORK, NY 10281212-713-8000collegeboard.orgLinkedIn1001-5000 employeeseducation management

Other plans on this EIN

2 filings

#004Retirement-$384.2M assets #005Retirement-$11.7M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 30, 2002 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$474.1M

-7.7% from 2016

Total participants

2,697

-1.1% from 2016

Average account balance

$178,520

-4.9% from 2016

Annual return

-14.02%

-5.55 pp from 2016

Benchmarks

See 958 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort958 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$599.03M

Not enough data

1 years with asset history on file

Average account balance

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

$253K

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.

2,369

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.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
PORTFOLIO EVALUATIONS, INC.8+ years Service code 70 · EIN 22-3189064	Consulting Fees	$29,500
PKF O'CONNOR DAVIES, LLP4 years Service code 10 · EIN 27-1728945	Accounting	$23,300
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPTRUST Service code 70 · EIN 26-0058143	Consulting Fees	$14,750

Plan features & details

Pension benefit codes2A2E2F2G2T3F3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$68K

$84 / participant

Contract admin$68K100.0%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PKF O'CONNOR DAVIES, LLP
Auditor EIN: 271728945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$178,520

$79,151+125.5%

$60,919+193.0%

$64,829+175.4%

Participation rate

94.9%

77.7%+17.2pp

73.1%+21.8pp

71.5%+23.4pp

Annual return

-14.02%

-7.12%-6.9pp

16.98%-31.0pp

32.85%-46.9pp

Employer contribution / active EE

$18,662

$3,052+511.4%

$2,704+590.2%

$2,507+644.4%

Participant deferral / active EE

$3,727-100.0%

$3,814-100.0%

$4,312-100.0%

Admin fee / account holder

$25

$106-75.9%

$3,226-99.2%

$188-86.5%

Provider

Service type

Compensation

PORTFOLIO EVALUATIONS, INC.8+ years

Service code 70 · EIN 22-3189064

Consulting Fees

$29,500

PKF O'CONNOR DAVIES, LLP4 years

Service code 10 · EIN 27-1728945

Accounting

$23,300

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPTRUST

Service code 70 · EIN 26-0058143

Consulting Fees

$14,750

COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN

Top hat statement on fileNQDC

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