Retirement plan

403(B) THRIFT PLAN OF NATIONAL HUMAN SERVICES ASSEMBLY

Name: NATIONAL HUMAN SERVICES ASSEMBLY - 403(B) THRIFT PLAN OF NATIONAL HUMAN SERVICES ASSEMBLY (2020) Form 5500
Creator: NATIONAL HUMAN SERVICES ASSEMBLY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF NATIONAL HUMAN SERVICES ASSEMBLY, NATIONAL HUMAN SERVICES ASSEMBLY

NATIONAL HUMAN SERVICES ASSEMBLYEIN 13-1624112Plan #002PY 2020

1501 16TH STREET, NW, 3RD FLOOR - WASHINGTON, DC 20036202-347-2080nationalassembly.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsLow fidelity bondWind-down / frozen

How to read this page

Total assets (EOY)

$621K

+28.7% from 2019

Total participants

-8.3% from 2019

Average account balance

$56,448

+28.7% from 2019

Annual return

14.22%

-79.95 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$851K

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$59K

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

+17.69%

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 codes2F2G2T3D

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.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$45

$23 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.007%

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

$56,448

$100,938-44.1%

$90,461-37.6%

$158,982-64.5%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

14.22%

1727.20%-1713.0pp

1294.76%-1280.5pp

302.99%-288.8pp

Employer contribution / active EE

$8,261

$3,691+123.8%

$3,264+153.1%

$4,763+73.4%

Participant deferral / active EE

$26,690

$4,350+513.6%

$3,964+573.2%

$5,983+346.1%

Admin fee / account holder

$6,510-99.9%

$5,617-99.9%

$11,252-100.0%

403(B) THRIFT PLAN OF NATIONAL HUMAN SERVICES ASSEMBLY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF NATIONAL HUMAN SERVICES ASSEMBLY

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