Retirement plan

NATIONAL FAMILY PLANNING AND REPRODUCTIVE HEALTH ASSOCIATION RETIREMENT PLAN

Name: NATIONAL FAMILY PLANNING AND REPRODUCTIVE HEALTH ASSOCIATION - NATIONAL FAMILY PLANNING AND REPRODUCTIVE HEALTH ASSOCIATION RETIREMENT PLAN (2021) Form 5500
Creator: NATIONAL FAMILY PLANNING AND REPRODUCTIVE HEALTH ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL FAMILY PLANNING AND REPRODUCTIVE HEALTH ASSOCIATION RETIREMENT PLAN, NATIONAL FAMILY PLANNING AND REPRODUCTIVE HEALTH ASSOCIATION

NATIONAL FAMILY PLANNING AND REPRODUCTIVE HEALTH ASSOCIATIONEIN 23-7323629Plan #003PY 2021

1025 VERMONT AVE NW SUITE 800 - WASHINGTON, DC 20005202-293-3114nationalfamilyplanning.orgLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

+42.8% from 2020

Total participants

-7.3% from 2020

Average account balance

$72,247

+51.7% from 2020

Annual return

34.41%

+28.00 pp from 2020

Benchmarks

See 37,602 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,602 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.32M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

204.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$300K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8036

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 codes2F2G2L2M2T3D

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

$127K

$6697 / participant

Other / not subdivided$127K100.0%

% of EOY assets

3.669%

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

$72,247

$109,905-34.3%

$98,506-26.7%

$167,553-56.9%

Participation rate

84.2%

75.8%+8.4pp

73.3%+10.9pp

82.1%+2.1pp

Annual return

34.41%

1960.20%-1925.8pp

1494.92%-1460.5pp

478.89%-444.5pp

Employer contribution / active EE

$7,604

$3,226+135.7%

$2,961+156.8%

$4,840+57.1%

Participant deferral / active EE

$9,691

$4,674+107.3%

$4,277+126.6%

$6,343+52.8%

Admin fee / account holder

$2,651

$6,760-60.8%

$5,955-55.5%

$12,316-78.5%

NATIONAL FAMILY PLANNING AND REPRODUCTIVE HEALTH ASSOCIATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL FAMILY PLANNING AND REPRODUCTIVE HEALTH ASSOCIATION RETIREMENT 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