Retirement plan

403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN

Name: THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN - 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN (2019) Form 5500
Creator: THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN, THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN

THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, INEIN 55-0630914Plan #002PY 2019

803 QUARRIER ST STE 500 - CHARLESTON, WV 253012660304-342-7850educationalliance.orgLinkedIn1-10 employeeseducation management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$361K

+49.2% from 2018

Total participants

+33.3% from 2018

Average account balance

$45,139

+11.9% from 2018

Annual return

24.77%

+16.99 pp from 2018

Benchmarks

See 6,052 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,052 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$979K

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2T

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$102

$20 / participant

Other / not subdivided$102100.0%

% of EOY assets

0.028%

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

$45,139

$77,416-41.7%

$69,464-35.0%

$152,897-70.5%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

24.77%

39.08%-14.3pp

28.98%-4.2pp

345.43%-320.7pp

Employer contribution / active EE

$5,694

$3,315+71.8%

$2,779+104.9%

$4,764+19.5%

Participant deferral / active EE

$6,129

$4,413+38.9%

$3,536+73.3%

$5,851+4.8%

Admin fee / account holder

$13

$6,208-99.8%

$3,840-99.7%

$11,599-99.9%

403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN

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