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. (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

-20.5% from 2021

Total participants

109

+0.9% from 2021

Average account balance

$50,758

-20.5% from 2021

Annual return

-15.80%

-32.08 pp from 2021

Benchmarks

See 19,711 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,711 peers

Snapshot2022

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.

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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

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

$1.1M

$13628 / participant

Other / not subdivided$1M100.0%

% of EOY assets

19.572%

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

$50,758

$73,867-31.3%

$143,757-64.7%

$68,494-25.9%

Participation rate

97.4%

66.7%+30.8pp

80.3%+17.1pp

67.9%+29.5pp

Annual return

-15.80%

1.01%-16.8pp

-0.04%-15.8pp

-7.84%-8.0pp

Employer contribution / active EE

$4,626

$3,184+45.3%

$4,951-6.6%

$2,596+78.2%

Participant deferral / active EE

$4,896

$3,384+44.7%

$5,637-13.1%

$4,027+21.6%

Admin fee / account holder

$9,934

$5,755+72.6%

$14,673-32.3%

$5,403+83.9%

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