Retirement plan

THE POPULATION SERVICES INTERNATIONAL RETIREMENT PLAN

Name: POPULATION SERVICES INTERNATIONAL - THE POPULATION SERVICES INTERNATIONAL RETIREMENT PLAN (2023) Form 5500
Creator: POPULATION SERVICES INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE POPULATION SERVICES INTERNATIONAL RETIREMENT PLAN, POPULATION SERVICES INTERNATIONAL

POPULATION SERVICES INTERNATIONALEIN 56-0942853Plan #003PY 2023

1120 19TH STREET NW, SUITE 600 - WASHINGTON, DC 20036202-785-0072psi.orgLinkedIn1001-5000 employeesnon-profit organization management

Other plans on this EIN

1 filing

#004Retirement-$37.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$51.8M

+15.4% from 2022

Total participants

635

-21.1% from 2022

Average account balance

$82,489

+39.3% from 2022

Annual return

16.53%

+32.40 pp from 2022

Benchmarks

See 3,240 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,240 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$55.88M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

658

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.59M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.9+ years Service code 13 · EIN 27-2037969	Contract Administrator	$35,498

Plan features & details

Pension benefit codes2A2E2F2G2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$35K

$139 / participant

Recordkeeping$10K27.1%
Contract admin$26K72.9%

% of EOY assets

0.069%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,489

$95,274-13.4%

$135,903-39.3%

$74,419+10.8%

Participation rate

97.3%

78.2%+19.1pp

81.9%+15.3pp

70.7%+26.5pp

Annual return

16.53%

32.77%-16.2pp

68.23%-51.7pp

34.38%-17.8pp

Employer contribution / active EE

$7,546

$3,874+94.8%

$4,856+55.4%

$2,637+186.1%

Participant deferral / active EE

$7,782-100.0%

$7,758-100.0%

$4,528-100.0%

Admin fee / account holder

$57

$266-78.8%

$10,762-99.5%

$348-83.7%

Provider

Service type

Compensation

NEWPORT GROUP, INC.9+ years

Service code 13 · EIN 27-2037969

Contract Administrator

$35,498

THE POPULATION SERVICES INTERNATIONAL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE POPULATION SERVICES INTERNATIONAL 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