Retirement plan

NATIONAL PSYCHOLOGY TRAINING CONSORTIUM RETIREMENT PLAN

Name: NATIONAL PSYCHOLOGY TRAINING CONSORTIUM - NATIONAL PSYCHOLOGY TRAINING CONSORTIUM RETIREMENT PLAN (2019) Form 5500
Creator: NATIONAL PSYCHOLOGY TRAINING CONSORTIUM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL PSYCHOLOGY TRAINING CONSORTIUM RETIREMENT PLAN, NATIONAL PSYCHOLOGY TRAINING CONSORTIUM

NATIONAL PSYCHOLOGY TRAINING CONSORTIUMEIN 20-0377230Plan #001PY 2019

2885 W. BATTLEFIELD ST. - SPRINGFIELD, MO 658073952417-812-6495psychologyinterns.orgLinkedIn51-200 employeeseducation management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$72K

+62.1% from 2018

Total participants

+50.0% from 2018

Average account balance

$36,098

+62.1% from 2018

Annual return

27.12%

+43.38 pp from 2018

Benchmarks

See 6,052 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,052 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$354K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

Plan features

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$36,098

$77,416-53.4%

$69,464-48.0%

$152,897-76.4%

Participation rate

66.7%

78.1%-11.4pp

74.6%-7.9pp

82.5%-15.8pp

Annual return

27.12%

39.08%-12.0pp

28.98%-1.9pp

345.43%-318.3pp

Employer contribution / active EE

$2,390

$3,315-27.9%

$2,779-14.0%

$4,764-49.8%

Participant deferral / active EE

$2,805

$4,413-36.4%

$3,536-20.7%

$5,851-52.1%

Admin fee / account holder

$6,208-100.0%

$3,840-100.0%

$11,599-100.0%

NATIONAL PSYCHOLOGY TRAINING CONSORTIUM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATIONAL PSYCHOLOGY TRAINING CONSORTIUM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion