Retirement plan

YOUTH BUILD PUBLIC CHARTER SCHOOL 401(K) PLAN

Name: YOUTH BUILD PUBLIC CHARTER SCHOOL - YOUTH BUILD PUBLIC CHARTER SCHOOL 401(K) PLAN (2015) Form 5500
Creator: YOUTH BUILD PUBLIC CHARTER SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOUTH BUILD PUBLIC CHARTER SCHOOL 401(K) PLAN, YOUTH BUILD PUBLIC CHARTER SCHOOL

YOUTH BUILD PUBLIC CHARTER SCHOOLEIN 20-1818541Plan #001PY 2015

3014 14TH STREET, NW - WASHINGTON, DC 20009202-319-0141youthbuildpcs.orgLinkedIn11-50 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$495K

No prior year

Total participants

No prior year

Average account balance

$17,055

No prior year

Annual return

-1.27%

No prior year

Benchmarks

See 4,198 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,198 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

84.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3812

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 codes2E2F2G2J3D

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.
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

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

$28K

$1251 / participant

Other / not subdivided$28K100.0%

% of EOY assets

5.566%

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

$17,055

$64,311-73.5%

$57,356-70.3%

$125,389-86.4%

Participation rate

72.7%

78.6%-5.9pp

75.1%-2.4pp

83.2%-10.5pp

Annual return

-1.27%

25.14%-26.4pp

24.41%-25.7pp

282.24%-283.5pp

Employer contribution / active EE

$1,289

$3,193-59.6%

$2,689-52.1%

$4,866-73.5%

Participant deferral / active EE

$1,413

$3,846-63.3%

$3,162-55.3%

$5,352-73.6%

Admin fee / account holder

$949

$5,243-81.9%

$3,357-71.7%

$9,541-90.0%

YOUTH BUILD PUBLIC CHARTER SCHOOL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YOUTH BUILD PUBLIC CHARTER SCHOOL 401(K) 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