Retirement plan

NATIONAL PTA 403(B) PLAN

Name: NATIONAL CONGRESS OF PARENTS AND TEACHERS - NATIONAL PTA 403(B) PLAN (2024) Form 5500
Creator: NATIONAL CONGRESS OF PARENTS AND TEACHERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL PTA 403(B) PLAN, NATIONAL CONGRESS OF PARENTS AND TEACHERS

NATIONAL CONGRESS OF PARENTS AND TEACHERSEIN 36-2169155Plan #002PY 2024

1250 N PITT ST - ALEXANDRIA, VA 223145604703-518-1200

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$6.2M

+5.5% from 2023

Total participants

+1.4% from 2023

Average account balance

$100,231

+7.2% from 2023

Annual return

14.49%

-2.16 pp from 2023

Benchmarks

See 10,689 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,689 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.99M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

118.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$820K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15948

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 codes2F2G2L2T

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.
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.

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

$1.3M

$25704 / participant

Other / not subdivided$1M100.0%

% of EOY assets

20.681%

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

$100,231

$58,234+72.1%

$81,783+22.6%

$80,874+23.9%

Participation rate

74.0%

63.4%+10.6pp

72.4%+1.6pp

67.6%+6.4pp

Annual return

14.49%

41.70%-27.2pp

775.05%-760.6pp

35.62%-21.1pp

Employer contribution / active EE

$6,272

$2,341+167.9%

$2,913+115.3%

$2,756+127.6%

Participant deferral / active EE

$8,118

$3,283+147.3%

$4,320+87.9%

$4,297+88.9%

Admin fee / account holder

$20,729

$4,982+316.1%

$7,380+180.9%

$6,935+198.9%

NATIONAL PTA 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL PTA 403(B) 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