Retirement plan

ARCHITECTURE FOR EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: ARCHITECTURE FOR EDUCATION, INC. - ARCHITECTURE FOR EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2022) Form 5500
Creator: ARCHITECTURE FOR EDUCATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHITECTURE FOR EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN, ARCHITECTURE FOR EDUCATION, INC.

ARCHITECTURE FOR EDUCATION, INC.EIN 20-0769738Plan #002PY 2022

41 N. FAIR OAKS AVENUE - PASADENA, CA 91103626-356-4080LinkedIn11-50 employeesarchitecture & planning

Other plans on this EIN

1 filing

#001Retirement-$725K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-4.3% from 2021

Total participants

+16.7% from 2021

Average account balance

$80,783

-18.0% from 2021

Annual return

-12.96%

-9.45 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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

$75K

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

+29.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$393

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 codes2I2P3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$10K

$1407 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.871%

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

$80,783

$138,114-41.5%

$125,391-35.6%

$134,545-40.0%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-12.96%

750.88%-763.8pp

572.41%-585.4pp

418.37%-431.3pp

Employer contribution / active EE

$15,149

$5,246+188.8%

$4,816+214.6%

$4,742+219.5%

Participant deferral / active EE

$7,801-100.0%

$7,448-100.0%

$6,401-100.0%

Admin fee / account holder

$703

$11,570-93.9%

$10,009-93.0%

$11,431-93.8%

ARCHITECTURE FOR EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCHITECTURE FOR EDUCATION, INC. EMPLOYEE STOCK OWNERSHIP 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