Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF YUUT ELITNAURVIAT - PEOPLE'S LEARNING CENTER

Name: YUUT ELITNAURVIAT - PEOPLE'S LEARNING CENTER - 403(B) THRIFT PLAN FOR EMPLOYEES OF YUUT ELITNAURVIAT - PEOPLE'S LEARNING CENTER (2025) Form 5500
Creator: YUUT ELITNAURVIAT - PEOPLE'S LEARNING CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF YUUT ELITNAURVIAT - PEOPLE'S LEARNING CENTER, YUUT ELITNAURVIAT - PEOPLE'S LEARNING CENTER

YUUT ELITNAURVIAT - PEOPLE'S LEARNING CENTEREIN 46-0476816Plan #001PY 2025

PO BOX 869 - BETHEL, AK 995590869907-543-0990yuut.orgLinkedIn11-50 employeeshigher education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

-36.5% from 2024

Total participants

+8.3% from 2024

Average account balance

$44,586

-39.8% from 2024

Annual return

12.54%

-4.57 pp from 2024

Benchmarks

See 3,224 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort3,224 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

316.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37434

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

$1.4M

$118542 / participant

Other / not subdivided$1M100.0%

% of EOY assets

83.961%

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

$44,586

$73,421-39.3%

$66,439-32.9%

$155,188-71.3%

Participation rate

91.7%

79.7%+12.0pp

74.5%+17.2pp

80.8%+10.9pp

Annual return

12.54%

1382.37%-1369.8pp

757.66%-745.1pp

148.84%-136.3pp

Employer contribution / active EE

$5,813

$3,039+91.3%

$2,637+120.4%

$4,248+36.8%

Participant deferral / active EE

$3,689

$4,680-21.2%

$3,876-4.8%

$6,531-43.5%

Admin fee / account holder

$37,434

$8,856+322.7%

$6,173+506.4%

$14,480+158.5%

403(B) THRIFT PLAN FOR EMPLOYEES OF YUUT ELITNAURVIAT - PEOPLE'S LEARNING CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF YUUT ELITNAURVIAT - PEOPLE'S LEARNING CENTER

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