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 (2021) 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 2021

803 QUARRIER ST STE 310 - CHARLESTON, WV 253012658304-342-7850educationalliance.orgLinkedIn1-10 employeeseducation management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$609K

+29.7% from 2020

Total participants

0.0% from 2020

Average account balance

$76,098

+29.7% from 2020

Annual return

16.23%

+0.51 pp from 2020

Benchmarks

See 6,475 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,475 peers

Snapshot2021

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

$110

$22 / participant

Other / not subdivided$110100.0%

% of EOY assets

0.018%

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

$76,098

$84,713-10.2%

$75,717+0.5%

$167,518-54.6%

Participation rate

100.0%

77.8%+22.2pp

74.8%+25.2pp

82.1%+17.9pp

Annual return

16.23%

199.49%-183.3pp

104.58%-88.4pp

478.71%-462.5pp

Employer contribution / active EE

$6,525

$3,229+102.1%

$2,743+137.9%

$4,838+34.9%

Participant deferral / active EE

$6,119

$4,578+33.7%

$3,821+60.1%

$6,342-3.5%

Admin fee / account holder

$14

$5,357-99.7%

$3,619-99.6%

$12,312-99.9%

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