Retirement plan

PUBLIC EDUCATION AND BUSINESS COALITION DEFINED CONTRIBUTION PLAN

Name: PUBLIC EDUCATION AND BUSINESS COALITION - PUBLIC EDUCATION AND BUSINESS COALITION DEFINED CONTRIBUTION PLAN (2025) Form 5500
Creator: PUBLIC EDUCATION AND BUSINESS COALITION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUBLIC EDUCATION AND BUSINESS COALITION DEFINED CONTRIBUTION PLAN, PUBLIC EDUCATION AND BUSINESS COALITION

PUBLIC EDUCATION AND BUSINESS COALITIONEIN 74-2357262Plan #001PY 2025

3607 MARTIN LUTHER KING BLVD - DENVER, CO 802054976303-861-8661

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

+12.7% from 2024

Total participants

-4.0% from 2024

Average account balance

$51,963

+17.4% from 2024

Annual return

11.47%

-3.44 pp from 2024

Benchmarks

See 2,213 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,213 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.74M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

153.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$324K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3969

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 codes2F2G2L2M3D2T

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.
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.

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

$286K

$6080 / participant

Other / not subdivided$286K100.0%

% of EOY assets

7.638%

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

$51,963

$50,554+2.8%

$67,681-23.2%

$87,485-40.6%

Participation rate

100.0%

67.7%+32.3pp

73.7%+26.3pp

68.9%+31.1pp

Annual return

11.47%

17.81%-6.3pp

590.58%-579.1pp

26.06%-14.6pp

Employer contribution / active EE

$908

$1,988-54.3%

$2,678-66.1%

$2,596-65.0%

Participant deferral / active EE

$5,981

$2,961+102.0%

$3,976+50.4%

$4,274+39.9%

Admin fee / account holder

$3,969

$4,132-4.0%

$6,100-34.9%

$7,775-48.9%

PUBLIC EDUCATION AND BUSINESS COALITION DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUBLIC EDUCATION AND BUSINESS COALITION DEFINED CONTRIBUTION 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