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. (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.2M

+29.4% from 2018

Total participants

+7.7% from 2018

Average account balance

$44,490

+24.0% from 2018

Annual return

18.47%

+22.13 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

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

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 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

$176K

$2473 / participant

Other / not subdivided$176K100.0%

% of EOY assets

4.155%

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

$44,490

$85,171-47.8%

$172,753-74.2%

$72,976-39.0%

Participation rate

95.8%

70.1%+25.7pp

82.6%+13.1pp

69.5%+26.3pp

Annual return

18.47%

27.32%-8.9pp

803.00%-784.5pp

81.02%-62.5pp

Employer contribution / active EE

$2,774

$3,324-16.5%

$5,144-46.1%

$2,440+13.7%

Participant deferral / active EE

$4,730

$3,260+45.1%

$5,198-9.0%

$3,608+31.1%

Admin fee / account holder

$1,848

$5,880-68.6%

$13,956-86.8%

$5,124-63.9%

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