Retirement plan

PARTNERS OF THE AMERICAS, INC. TAX SHELTERED ANNUITY PLAN

Name: PARTNERS OF THE AMERICAS, INC. - PARTNERS OF THE AMERICAS, INC. TAX SHELTERED ANNUITY PLAN (2017) Form 5500
Creator: PARTNERS OF THE AMERICAS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARTNERS OF THE AMERICAS, INC. TAX SHELTERED ANNUITY PLAN, PARTNERS OF THE AMERICAS, INC.

PARTNERS OF THE AMERICAS, INC.EIN 52-0848769Plan #001PY 2017

1424 K ST NW STE 700 - WASHINGTON, DC 200052410202-637-6216partners.netLinkedIn11-50 employeesinternational affairs

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

-5.7% from 2016

Total participants

-17.4% from 2016

Average account balance

$62,453

+17.2% from 2016

Annual return

14.60%

+8.16 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.30M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

143.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$795K

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

+12.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7718

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 codes2F2G2L2M2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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.

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

$730K

$42926 / participant

Other / not subdivided$730K100.0%

% of EOY assets

31.580%

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

$62,453

$99,031-36.9%

$86,597-27.9%

$147,585-57.7%

Participation rate

94.1%

76.3%+17.8pp

73.5%+20.6pp

82.8%+11.3pp

Annual return

14.60%

1312.56%-1298.0pp

964.96%-950.4pp

578.57%-564.0pp

Employer contribution / active EE

$7,815

$3,132+149.5%

$2,840+175.2%

$4,876+60.3%

Participant deferral / active EE

$5,768

$3,972+45.2%

$3,609+59.8%

$5,439+6.1%

Admin fee / account holder

$19,723

$5,711+245.4%

$4,906+302.0%

$10,885+81.2%

PARTNERS OF THE AMERICAS, INC. TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARTNERS OF THE AMERICAS, INC. TAX SHELTERED ANNUITY 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