Retirement plan

POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN

Name: POPULATION ACTION INTERNATIONAL - POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN (2021) Form 5500
Creator: POPULATION ACTION INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN, POPULATION ACTION INTERNATIONAL

POPULATION ACTION INTERNATIONALEIN 52-0812075Plan #006PY 2021

1300 19TH ST NW STE 200, STE 200 - WASHINGTON, DC 200361624240-751-8280

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.1M

+9.7% from 2020

Total participants

+8.1% from 2020

Average account balance

$157,498

+6.3% from 2020

Annual return

16.42%

+3.61 pp from 2020

Benchmarks

See 8,920 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,920 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.90M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

395.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$359K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6053

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 codes2F2G2L2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

$31147 / participant

Other / not subdivided$1M100.0%

% of EOY assets

11.124%

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

$157,498

$65,434+140.7%

$98,483+59.9%

$85,847+83.5%

Participation rate

91.7%

65.0%+26.7pp

73.3%+18.3pp

69.3%+22.3pp

Annual return

16.42%

21.75%-5.3pp

1494.38%-1478.0pp

318.61%-302.2pp

Employer contribution / active EE

$7,356

$2,169+239.2%

$2,961+148.5%

$2,565+186.8%

Participant deferral / active EE

$6,646

$3,168+109.8%

$4,276+55.4%

$3,952+68.2%

Admin fee / account holder

$17,520

$4,595+281.3%

$5,953+194.3%

$6,261+179.8%

POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN

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