Retirement plan

NATIONAL ALLIANCE OF POSTAL AND FEDERAL EMPLOYEES EXECUTIVE BOARD STAFF 401K

Name: NATIONAL ALLIANCE OF POSTAL AND FEDERAL - NATIONAL ALLIANCE OF POSTAL AND FEDERAL EMPLOYEES EXECUTIVE BOARD STAFF 401K (2024) Form 5500
Creator: NATIONAL ALLIANCE OF POSTAL AND FEDERAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ALLIANCE OF POSTAL AND FEDERAL EMPLOYEES EXECUTIVE BOARD STAFF 401K, NATIONAL ALLIANCE OF POSTAL AND FEDERAL

NATIONAL ALLIANCE OF POSTAL AND FEDERALEIN 52-1006240Plan #001PY 2024

1640 11TH ST NW - WASHINGTON, DC 200015008202-939-6325

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$103K

+9.2% from 2023

Total participants

0.0% from 2023

Average account balance

$51,679

+9.2% from 2023

Annual return

9.19%

-4.95 pp from 2023

Benchmarks

See 10,657 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,657 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$103K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

8.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+9.19%

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$51,679

$58,275-11.3%

$81,844-36.9%

$80,935-36.1%

Participation rate

8.0%

63.5%-55.5pp

72.4%-64.4pp

67.7%-59.7pp

Annual return

9.19%

41.82%-32.6pp

778.87%-769.7pp

35.66%-26.5pp

Employer contribution / active EE

$2,346-100.0%

$2,916-100.0%

$2,757-100.0%

Participant deferral / active EE

$3,285-100.0%

$4,323-100.0%

$4,299-100.0%

Admin fee / account holder

$4,749-100.0%

$7,355-100.0%

$6,924-100.0%

NATIONAL ALLIANCE OF POSTAL AND FEDERAL EMPLOYEES EXECUTIVE BOARD STAFF 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATIONAL ALLIANCE OF POSTAL AND FEDERAL EMPLOYEES EXECUTIVE BOARD STAFF 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion