Retirement plan

NATIONAL PRESS FOUNDATION, INC.

Name: NATIONAL PRESS FOUNDATION, INC. - NATIONAL PRESS FOUNDATION, INC. (2020) Form 5500
Creator: NATIONAL PRESS FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL PRESS FOUNDATION, INC., NATIONAL PRESS FOUNDATION, INC.

NATIONAL PRESS FOUNDATION, INC.EIN 52-1069481Plan #001PY 2020

1211 CONNECTICUT AVE NW STE 310 - WASHINGTON, DC 200362709202-663-7285nationalpress.orgLinkedIn1-10 employeescomputer software

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$877K

-7.5% from 2019

Total participants

+9.1% from 2019

Average account balance

$36,555

-15.2% from 2019

Annual return

18.15%

-1.31 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

288.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80

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 codes2F2L3D

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).
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

$322K

$45993 / participant

Other / not subdivided$322K100.0%

% of EOY assets

36.697%

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

$36,555

$100,938-63.8%

$90,461-59.6%

$158,982-77.0%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

18.15%

1727.20%-1709.1pp

1294.76%-1276.6pp

302.99%-284.8pp

Employer contribution / active EE

$4,928

$3,691+33.5%

$3,264+51.0%

$4,763+3.5%

Participant deferral / active EE

$6,269

$4,350+44.1%

$3,964+58.1%

$5,983+4.8%

Admin fee / account holder

$13,415

$6,510+106.1%

$5,617+138.8%

$11,252+19.2%

NATIONAL PRESS FOUNDATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL PRESS FOUNDATION, INC.

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