Retirement plan

PRAXIS INTERNATIONAL TSA PLAN

Name: PRAXIS INTERNATIONAL - PRAXIS INTERNATIONAL TSA PLAN (2017) Form 5500
Creator: PRAXIS INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRAXIS INTERNATIONAL TSA PLAN, PRAXIS INTERNATIONAL

PRAXIS INTERNATIONALEIN 41-1891724Plan #001PY 2017

179 ROBIE STREET, SUITE 260 - ST. PAUL, MN 55107651-699-8000LinkedIn11-50 employeesmanagement consulting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$881K

+13.9% from 2016

Total participants

0.0% from 2016

Average account balance

$48,968

+20.2% from 2016

Annual return

12.25%

+8.29 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$504

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 codes2E2J2L

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$76K

$5840 / participant

Other / not subdivided$76K100.0%

% of EOY assets

8.613%

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

$48,968

$198,457-75.3%

$170,435-71.3%

$147,586-66.8%

Participation rate

92.3%

88.0%+4.3pp

83.6%+8.7pp

82.8%+9.5pp

Annual return

12.25%

257.30%-245.1pp

205.94%-193.7pp

578.59%-566.3pp

Employer contribution / active EE

$1,883

$6,183-69.5%

$5,432-65.3%

$4,876-61.4%

Participant deferral / active EE

$4,332

$5,629-23.0%

$4,939-12.3%

$5,439-20.4%

Admin fee / account holder

$4,218

$16,852-75.0%

$13,881-69.6%

$10,886-61.3%

PRAXIS INTERNATIONAL TSA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRAXIS INTERNATIONAL TSA 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