Retirement plan

SPECIAL EDUCATION LEADER FELLOWSHIP 401(K)

Name: SPECIAL EDUCATION LEADER FELLOWSHIP - SPECIAL EDUCATION LEADER FELLOWSHIP 401(K) (2021) Form 5500
Creator: SPECIAL EDUCATION LEADER FELLOWSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPECIAL EDUCATION LEADER FELLOWSHIP 401(K), SPECIAL EDUCATION LEADER FELLOWSHIP

SPECIAL EDUCATION LEADER FELLOWSHIPEIN 83-2083196Plan #001PY 2021

4640 S. CARROLLTON AVENUE, SUITE 100 - NEW ORLEANS, LA 70119504-579-4344

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$208K

+337.1% from 2020

Total participants

+70.0% from 2020

Average account balance

$12,969

+173.2% from 2020

Annual return

107.04%

+107.04 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

$690K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

169.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2428

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 codes2E3D2G2J2F2T

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.
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

$20K

$1309 / participant

Other / not subdivided$20K100.0%

% of EOY assets

9.464%

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

$12,969

$84,713-84.7%

$75,717-82.9%

$167,518-92.3%

Participation rate

93.3%

77.8%+15.5pp

74.8%+18.5pp

82.1%+11.2pp

Annual return

107.04%

199.49%-92.4pp

104.58%+2.5pp

478.71%-371.7pp

Employer contribution / active EE

$4,135

$3,229+28.1%

$2,743+50.8%

$4,838-14.5%

Participant deferral / active EE

$4,381

$4,578-4.3%

$3,821+14.7%

$6,342-30.9%

Admin fee / account holder

$1,227

$5,357-77.1%

$3,619-66.1%

$12,312-90.0%

SPECIAL EDUCATION LEADER FELLOWSHIP 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPECIAL EDUCATION LEADER FELLOWSHIP 401(K)

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