Retirement plan

POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN

Name: POPULATION ACTION INTERNATIONAL - POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN (2023) 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 2023

1300 19TH ST NW STE 200, STE 200 - WASHINGTON, DC 200361624202-486-2449

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7M

-3.2% from 2022

Total participants

-14.3% from 2022

Average account balance

$121,004

+8.5% from 2022

Annual return

14.62%

+29.93 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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

$1.7M

$81874 / participant

Other / not subdivided$2M100.0%

% of EOY assets

24.499%

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

$121,004

$96,691+25.1%

$86,656+39.6%

$139,487-13.3%

Participation rate

90.5%

74.4%+16.1pp

71.7%+18.8pp

80.3%+10.1pp

Annual return

14.62%

106.87%-92.3pp

593.09%-578.5pp

373.84%-359.2pp

Employer contribution / active EE

$10,473

$3,267+220.6%

$3,025+246.2%

$4,755+120.3%

Participant deferral / active EE

$9,816

$4,838+102.9%

$4,439+121.1%

$6,713+46.2%

Admin fee / account holder

$29,644

$6,414+362.2%

$5,619+427.6%

$11,407+159.9%

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