Retirement plan

RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATION OF NDRI

Name: NATIONAL DISEASE RESEARCH INTERCHANGE - RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATION OF NDRI (2024) Form 5500
Creator: NATIONAL DISEASE RESEARCH INTERCHANGE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATION OF NDRI, NATIONAL DISEASE RESEARCH INTERCHANGE

NATIONAL DISEASE RESEARCH INTERCHANGEdba NDRIEIN 23-2213205Plan #001PY 2024

1601 CHERRY STREET, 17TH FLOOR - PHILADELPHIA, PA 19102215-557-7361ndriresource.orgLinkedIn11-50 employeesresearch

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

+12.7% from 2023

Total participants

-11.3% from 2023

Average account balance

$61,476

+16.8% from 2023

Annual return

12.29%

-1.33 pp from 2023

Benchmarks

See 10,668 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,668 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.38M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

131.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$224K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3913

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 codes2L2F2G3D

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.
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

$215K

$5124 / participant

Other / not subdivided$215K100.0%

% of EOY assets

6.365%

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

$61,476

$58,258+5.5%

$81,820-24.9%

$80,925-24.0%

Participation rate

100.0%

63.5%+36.5pp

72.4%+27.6pp

67.7%+32.3pp

Annual return

12.29%

41.76%-29.5pp

777.93%-765.6pp

35.65%-23.4pp

Employer contribution / active EE

$3,322

$2,345+41.6%

$2,915+14.0%

$2,756+20.5%

Participant deferral / active EE

$2,001

$3,284-39.1%

$4,323-53.7%

$4,299-53.5%

Admin fee / account holder

$3,913

$4,976-21.4%

$7,391-47.1%

$6,940-43.6%

RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATION OF NDRI

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATION OF NDRI

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