Retirement plan

PUBLIC INTEREST REGISTRY 403(B) PLAN

Name: PUBLIC INTEREST REGISTRY - PUBLIC INTEREST REGISTRY 403(B) PLAN (2016) Form 5500
Creator: PUBLIC INTEREST REGISTRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUBLIC INTEREST REGISTRY 403(B) PLAN, PUBLIC INTEREST REGISTRY

PUBLIC INTEREST REGISTRYEIN 33-1025119Plan #001PY 2016

1775 WIEHLE AVE. SUITE 200 - RESTON, VA 20190703-464-7005pir.orgLinkedIn51-200 employeesinternet

Prospect flagsHigh feesLow fidelity bond

Top hat statement on fileNQDC

Filed August 7, 2023

Plan administrator

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11911 Freedom Drive, 10th Floor, Suite 1000

Reston, VA 20190

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Plans declared (1)

457(b) Deferred Compensation Plan8 emp

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Total assets (EOY)

$4.5M

+27.5% from 2015

Total participants

+8.3% from 2015

Average account balance

$115,029

+17.7% from 2015

Annual return

9.02%

+7.36 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$451K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.62%

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

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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 codes2F2G2M2T3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$199K

$7948 / participant

Other / not subdivided$199K100.0%

% of EOY assets

4.429%

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

$115,029

$48,078+139.3%

$78,676+46.2%

$62,881+82.9%

Participation rate

100.0%

65.2%+34.8pp

73.6%+26.4pp

69.3%+30.7pp

Annual return

9.02%

31.36%-22.3pp

62.19%-53.2pp

20.14%-11.1pp

Employer contribution / active EE

$24,102

$2,015+1096.4%

$2,850+745.7%

$2,281+956.7%

Participant deferral / active EE

$8,987

$2,587+247.4%

$3,517+155.5%

$3,203+180.6%

Admin fee / account holder

$5,095

$3,206+58.9%

$4,510+13.0%

$4,296+18.6%

PUBLIC INTEREST REGISTRY 403(B) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUBLIC INTEREST REGISTRY 403(B) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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