Retirement plan

POPULATION SERVICES INTERNATIONAL 403(B) PLAN

Name: POPULATION SERVICES INTERNATIONAL - POPULATION SERVICES INTERNATIONAL 403(B) PLAN (2017) Form 5500
Creator: POPULATION SERVICES INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POPULATION SERVICES INTERNATIONAL 403(B) PLAN, POPULATION SERVICES INTERNATIONAL

POPULATION SERVICES INTERNATIONALEIN 56-0942853Plan #004PY 2017

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

Other plans on this EIN

1 filing

#003Retirement-$33.5M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$23.1M

+19.6% from 2016

Total participants

450

+43.8% from 2016

Average account balance

$125,458

+93.8% from 2016

Annual return

21.93%

+9.66 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.66M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

328

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.

73.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$7,351

Plan features & details

Pension benefit codes2E2F2G2J2M2T3H

Plan features

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$18 / participant

Contract admin$8K100.0%

% of EOY assets

0.033%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SAMET AND COMPANY PC
Auditor EIN: 043027605
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,458

$155,795-19.5%

$136,298-8.0%

$69,631+80.2%

Participation rate

38.4%

75.2%-36.8pp

81.9%-43.5pp

70.7%-32.3pp

Annual return

21.93%

232464.33%-232442.4pp

5156.27%-5134.3pp

27571.02%-27549.1pp

Employer contribution / active EE

$2,991-100.0%

$4,696-100.0%

$2,032-100.0%

Participant deferral / active EE

$3,969

$5,394-26.4%

$6,247-36.5%

$3,224+23.1%

Admin fee / account holder

$42

$128-67.6%

$9,244-99.6%

$110-62.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$7,351

POPULATION SERVICES INTERNATIONAL 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POPULATION SERVICES INTERNATIONAL 403(B) 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