Retirement plan

TEACH FOR ALL, INC. 403(B) RETIREMENT PLAN

Name: TEACH FOR ALL, INC. - TEACH FOR ALL, INC. 403(B) RETIREMENT PLAN (2017) Form 5500
Creator: TEACH FOR ALL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEACH FOR ALL, INC. 403(B) RETIREMENT PLAN, TEACH FOR ALL, INC.

TEACH FOR ALL, INC.EIN 26-2122566Plan #001PY 2017

25 BROADWAY 12TH FLOOR - NEW YORK, NY 100041056646-898-4900teachforall.orgLinkedIn51-200 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.6M

+30.8% from 2016

Total participants

112

-6.7% from 2016

Average account balance

$79,154

+33.5% from 2016

Annual return

27.88%

+15.08 pp from 2016

Benchmarks

See 3,770 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,770 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.31M

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

100

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.

149.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.33M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+16.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7635

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 codes2F2G2L2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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.

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

$959K

$11416 / participant

Other / not subdivided$959K100.0%

% of EOY assets

12.620%

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

$79,154

$45,041+75.7%

$63,003+25.6%

$70,131+12.9%

Participation rate

81.0%

69.5%+11.4pp

74.8%+6.1pp

69.5%+11.4pp

Annual return

27.88%

18.76%+9.1pp

87.59%-59.7pp

73.14%-45.3pp

Employer contribution / active EE

$5,218

$2,052+154.3%

$2,760+89.0%

$2,342+122.8%

Participant deferral / active EE

$8,199

$2,465+232.6%

$3,329+146.3%

$3,332+146.1%

Admin fee / account holder

$9,989

$2,836+252.3%

$3,600+177.5%

$4,645+115.0%

TEACH FOR ALL, INC. 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEACH FOR ALL, INC. 403(B) RETIREMENT 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