Retirement plan

INTERNATIONAL SCHOOLS SERVICES DEF CONTRIB PLAN OVERSEAS EMP

Name: INTERNATIONAL SCHOOLS SERVICES, INC. - INTERNATIONAL SCHOOLS SERVICES DEF CONTRIB PLAN OVERSEAS EMP (2020) 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 OVERSEAS EMP, INTERNATIONAL SCHOOLS SERVICES, INC.

INTERNATIONAL SCHOOLS SERVICES, INC.dba ISSEIN 13-1926673Plan #001PY 2020

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

Other plans on this EIN

2 filings

#004Retirement-$2.9M assets #005Retirement-$2.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$36.4M

+7.4% from 2019

Total participants

100

+14.9% from 2019

Average account balance

-100.0% from 2019

Annual return

11.89%

-3.83 pp from 2019

Benchmarks

See 3,929 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,929 peers

Snapshot2020

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 codes2L2G2D2H

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2.3M

$34563 / participant

Other / not subdivided$2M100.0%

% of EOY assets

6.266%

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

$49,249-100.0%

$70,476-100.0%

$79,852-100.0%

Participation rate

0.0%

69.2%-69.2pp

75.1%-75.1pp

69.6%-69.6pp

Annual return

11.89%

30.09%-18.2pp

109.12%-97.2pp

31.72%-19.8pp

Employer contribution / active EE

$11,694

$2,100+456.8%

$2,738+327.1%

$2,471+373.2%

Participant deferral / active EE

$2,769-100.0%

$3,710-100.0%

$3,740-100.0%

Admin fee / account holder

$2,878-100.0%

$3,847-100.0%

$5,306-100.0%

INTERNATIONAL SCHOOLS SERVICES DEF CONTRIB PLAN OVERSEAS EMP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL SCHOOLS SERVICES DEF CONTRIB PLAN OVERSEAS EMP

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