Retirement plan

REGULATORY AFFAIRS PROFESSIONALS SOCIETY TAX-DEFERRED SAVINGS PLAN

Name: REGULATORY AFFAIRS PROFESSIONALS SOCIETY - REGULATORY AFFAIRS PROFESSIONALS SOCIETY TAX-DEFERRED SAVINGS PLAN (2024) Form 5500
Creator: REGULATORY AFFAIRS PROFESSIONALS SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGULATORY AFFAIRS PROFESSIONALS SOCIETY TAX-DEFERRED SAVINGS PLAN, REGULATORY AFFAIRS PROFESSIONALS SOCIETY

REGULATORY AFFAIRS PROFESSIONALS SOCIETYEIN 52-1139030Plan #001PY 2024

5635 FISHERS LANE, SUITE 400 - ROCKVILLE, MD 208521796301-770-2920LinkedIn11-50 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.5M

+28.5% from 2023

Total participants

-1.2% from 2023

Average account balance

$82,894

+30.2% from 2023

Annual return

15.18%

+4.35 pp from 2023

Benchmarks

See 28,910 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,910 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.47M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

134.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$809K

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

+15.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1781

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 codes2S2M3D2G2F2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$139K

$2395 / participant

Other / not subdivided$139K100.0%

% of EOY assets

2.148%

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

$82,894

$102,382-19.0%

$147,005-43.6%

$80,874+2.5%

Participation rate

94.8%

75.8%+19.0pp

82.2%+12.7pp

67.6%+27.2pp

Annual return

15.18%

134.89%-119.7pp

418.76%-403.6pp

35.62%-20.4pp

Employer contribution / active EE

$4,415

$3,715+18.9%

$4,934-10.5%

$2,756+60.2%

Participant deferral / active EE

$9,534

$6,646+43.4%

$8,070+18.1%

$4,297+121.9%

Admin fee / account holder

$1,781

$7,942-77.6%

$13,006-86.3%

$6,935-74.3%

REGULATORY AFFAIRS PROFESSIONALS SOCIETY TAX-DEFERRED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REGULATORY AFFAIRS PROFESSIONALS SOCIETY TAX-DEFERRED SAVINGS 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