Retirement plan

EMPLOYEE BENEFIT PLAN OF ASSOCIATION OF INTERNATIONAL EDUCATION ADMINISTRATORS

Name: ASSOCIATION OF INTERNATIONAL EDUCATION ADMINISTRATORS - EMPLOYEE BENEFIT PLAN OF ASSOCIATION OF INTERNATIONAL EDUCATION ADMINISTRATORS (2020) Form 5500
Creator: ASSOCIATION OF INTERNATIONAL EDUCATION ADMINISTRATORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ASSOCIATION OF INTERNATIONAL EDUCATION ADMINISTRATORS, ASSOCIATION OF INTERNATIONAL EDUCATION ADMINISTRATORS

ASSOCIATION OF INTERNATIONAL EDUCATION ADMINISTRATORSEIN 43-1427422Plan #001PY 2020

811 9TH ST STE 215 - DURHAM, NC 277054149919-893-4980

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$152K

+625.0% from 2018

Total participants

+25.0% from 2018

Average account balance

$30,479

+480.0% from 2018

Annual return

43.93%

+43.93 pp from 2018

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$470K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

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

+24.45%

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 codes2F2G2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$30,479

$165,361-81.6%

$149,715-79.6%

$158,950-80.8%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

43.93%

348.24%-304.3pp

276.66%-232.7pp

302.91%-259.0pp

Employer contribution / active EE

$8,685

$5,103+70.2%

$4,645+87.0%

$4,762+82.4%

Participant deferral / active EE

$8,399

$7,182+17.0%

$6,842+22.8%

$5,983+40.4%

Admin fee / account holder

$10,808-100.0%

$9,310-100.0%

$11,248-100.0%

EMPLOYEE BENEFIT PLAN OF ASSOCIATION OF INTERNATIONAL EDUCATION ADMINISTRATORS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ASSOCIATION OF INTERNATIONAL EDUCATION ADMINISTRATORS

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