Retirement plan

INTERNATIONAL SCHOOLS SERVICES TAX DEFERRED ANNUITY PLAN

Name: INTERNATIONAL SCHOOLS SERVICES, INC. - INTERNATIONAL SCHOOLS SERVICES TAX DEFERRED ANNUITY PLAN (2022) Form 5500
Creator: INTERNATIONAL SCHOOLS SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL SCHOOLS SERVICES TAX DEFERRED ANNUITY PLAN, INTERNATIONAL SCHOOLS SERVICES, INC.

INTERNATIONAL SCHOOLS SERVICES, INC.dba ISSEIN 13-1926673Plan #005PY 2022

PO BOX 5910 - PRINCETON, NJ 085435910609-452-0990iss.eduLinkedIn51-200 employeeseducation management

Other plans on this EIN

2 filings

#001Retirement-$33.5M assets #004Retirement-$2.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

-4.3% from 2021

Total participants

-5.6% from 2021

Average account balance

$52,360

-11.8% from 2021

Annual return

-10.97%

-21.66 pp from 2021

Benchmarks

See 4,253 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,253 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.82M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$296K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1344

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 codes2D2L2G3H

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$44K

$1504 / participant

Other / not subdivided$44K100.0%

% of EOY assets

1.633%

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

$52,360

$42,917+22.0%

$60,899-14.0%

$68,495-23.6%

Participation rate

100.0%

66.8%+33.2pp

73.1%+26.9pp

67.9%+32.1pp

Annual return

-10.97%

-13.99%+3.0pp

16.92%-27.9pp

-7.84%-3.1pp

Employer contribution / active EE

$1,979-100.0%

$2,702-100.0%

$2,596-100.0%

Participant deferral / active EE

$7,895

$2,867+175.4%

$3,817+106.8%

$4,028+96.0%

Admin fee / account holder

$855

$3,102-72.4%

$3,225-73.5%

$5,403-84.2%

INTERNATIONAL SCHOOLS SERVICES TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL SCHOOLS SERVICES TAX DEFERRED ANNUITY 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