Retirement plan

EMPLOYEE BENEFIT PLAN OF PARENTS AS TEACHERS NATIONAL CENTER, INC.

Name: PARENTS AS TEACHERS NATIONAL CENTER, INC. - EMPLOYEE BENEFIT PLAN OF PARENTS AS TEACHERS NATIONAL CENTER, INC. (2018) Form 5500
Creator: PARENTS AS TEACHERS NATIONAL CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF PARENTS AS TEACHERS NATIONAL CENTER, INC., PARENTS AS TEACHERS NATIONAL CENTER, INC.

PARENTS AS TEACHERS NATIONAL CENTER, INC.EIN 43-1569124Plan #003PY 2018

2228 BALL DR - SAINT LOUIS, MO 631468602314-432-4330parentsasteachers.orgLinkedIn51-200 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

-4.9% from 2017

Total participants

0.0% from 2017

Average account balance

$35,885

-14.3% from 2017

Annual return

-3.66%

-18.56 pp from 2017

Benchmarks

See 18,166 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,166 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.15M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

124

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.

92.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$923K

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

+17.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1934

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2T3D

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).
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

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

$588K

$7254 / participant

Other / not subdivided$588K100.0%

% of EOY assets

17.993%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,885

$76,000-52.8%

$154,107-76.7%

$64,186-44.1%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-3.66%

30.32%-34.0pp

735.12%-738.8pp

7.63%-11.3pp

Employer contribution / active EE

$3,055

$3,351-8.8%

$5,298-42.3%

$2,381+28.3%

Participant deferral / active EE

$3,609

$3,175+13.7%

$5,081-29.0%

$3,470+4.0%

Admin fee / account holder

$6,457

$5,596+15.4%

$13,411-51.9%

$4,888+32.1%

EMPLOYEE BENEFIT PLAN OF PARENTS AS TEACHERS NATIONAL CENTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF PARENTS AS TEACHERS NATIONAL CENTER, INC.

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