Retirement plan

INTERNATIONAL SCHOOLS SERCICES DEF CONTRIBUTION PLAN OVERSEAS EMP

Name: INTERNATIONAL SCHOOLS SERVICES, INC. - INTERNATIONAL SCHOOLS SERCICES DEF CONTRIBUTION PLAN OVERSEAS EMP (2021) Form 5500
Creator: INTERNATIONAL SCHOOLS SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL SCHOOLS SERCICES DEF CONTRIBUTION PLAN OVERSEAS EMP, INTERNATIONAL SCHOOLS SERVICES, INC.

INTERNATIONAL SCHOOLS SERVICES, INC.dba ISSEIN 13-1926673Plan #004PY 2021

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

Other plans on this EIN

2 filings

#001Retirement-$38.9M assets #005Retirement-$2.8M assets

Prospect flagsHigh feesWind-down / frozen

How to read this page

Total assets (EOY)

$3M

+2.7% from 2020

Total participants

-4.3% from 2020

Average account balance

$33,575

+8.5% from 2020

Annual return

13.20%

+1.69 pp from 2020

Benchmarks

See 6,471 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,471 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

900.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6076

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 codes2L2G2T3H3D

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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
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.)
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$366K

$33252 / participant

Other / not subdivided$366K100.0%

% of EOY assets

12.241%

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

$33,575

$84,708-60.4%

$75,714-55.7%

$167,536-80.0%

Participation rate

90.9%

77.8%+13.1pp

74.8%+16.1pp

82.1%+8.8pp

Annual return

13.20%

199.62%-186.4pp

104.62%-91.4pp

478.82%-465.6pp

Employer contribution / active EE

$3,686

$3,231+14.1%

$2,744+34.4%

$4,839-23.8%

Participant deferral / active EE

$1,845

$4,577-59.7%

$3,820-51.7%

$6,342-70.9%

Admin fee / account holder

$4,110

$5,358-23.3%

$3,619+13.6%

$12,315-66.6%

INTERNATIONAL SCHOOLS SERCICES DEF CONTRIBUTION PLAN OVERSEAS EMP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL SCHOOLS SERCICES DEF CONTRIBUTION 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