Retirement plan

INTERNATIONAL SCHOOLS SERVICES DEF CONTRIB PLAN EMPLOYEES

Name: INTERNATIONAL SCHOOLS SERVICES, INC. - INTERNATIONAL SCHOOLS SERVICES DEF CONTRIB PLAN EMPLOYEES (2017) Form 5500
Creator: INTERNATIONAL SCHOOLS SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL SCHOOLS SERVICES DEF CONTRIB PLAN EMPLOYEES, INTERNATIONAL SCHOOLS SERVICES, INC.

INTERNATIONAL SCHOOLS SERVICES, INC.dba ISSEIN 13-1926673Plan #001PY 2017

15 ROSZEL RD - PRINCETON, NJ 085406248609-452-0990iss.eduLinkedIn51-200 employeeseducation management

Other plans on this EIN

2 filings

#004Retirement-$2.5M assets #005Retirement-$1.6M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$35M

+8.4% from 2016

Total participants

+4.3% from 2016

Average account balance

$356,749

+4.0% from 2016

Annual return

13.38%

+6.56 pp from 2016

Benchmarks

See 3,768 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,768 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.06M

Not enough data

1 years with asset history on file

Average account balance

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

$395K

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.

167.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$792K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28103

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 codes2L2G2D3H

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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

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

$2.3M

$36339 / participant

Other / not subdivided$2M100.0%

% of EOY assets

6.444%

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

$356,749

$45,050+691.9%

$63,018+466.1%

$70,126+408.7%

Participation rate

100.0%

69.5%+30.5pp

74.8%+25.2pp

69.5%+30.5pp

Annual return

13.38%

18.76%-5.4pp

87.62%-74.2pp

73.15%-59.8pp

Employer contribution / active EE

$10,325

$2,052+403.2%

$2,761+274.0%

$2,343+340.8%

Participant deferral / active EE

$2,466-100.0%

$3,330-100.0%

$3,332-100.0%

Admin fee / account holder

$22,990

$2,834+711.2%

$3,601+538.5%

$4,645+394.9%

INTERNATIONAL SCHOOLS SERVICES DEF CONTRIB PLAN EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL SCHOOLS SERVICES DEF CONTRIB PLAN EMPLOYEES

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