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 (2022) 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 2022

1101 14TH ST NW STE 600 - WASHINGTON, DC 200055639202-347-2080nationalassembly.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$520K

-12.7% from 2021

Total participants

-40.0% from 2021

Average account balance

$259,757

+293.0% from 2021

Annual return

-20.48%

-34.92 pp from 2021

Benchmarks

See 39,277 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,277 peers

Snapshot2022

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$20

$10 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.004%

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

$259,757

$92,766+180.0%

$82,763+213.9%

$134,545+93.1%

Participation rate

0.0%

75.2%-75.2pp

72.6%-72.6pp

81.2%-81.2pp

Annual return

-20.48%

946.97%-967.5pp

702.45%-722.9pp

418.37%-438.8pp

Employer contribution / active EE

$8,606

$3,273+162.9%

$3,008+186.1%

$4,742+81.5%

Participant deferral / active EE

$14,606

$4,802+204.2%

$4,395+232.3%

$6,401+128.2%

Admin fee / account holder

$10

$5,978-99.8%

$5,325-99.8%

$11,431-99.9%

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