Retirement plan

NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT DEFINED CONTRIBUTION PLAN & 403B TDA PLAN

Name: NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT - NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT DEFINED CONTRIBUTION PLAN & 403B TDA PLAN (2020) Form 5500
Creator: NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT DEFINED CONTRIBUTION PLAN & 403B TDA PLAN, NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT

NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENTEIN 52-1700932Plan #001PY 2020

740 15TH STREET NW, SUITE 900 - WASHINGTON, DC 200051031202-530-5810

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+19.5% from 2019

Total participants

+6.7% from 2019

Average account balance

$79,388

+15.6% from 2019

Annual return

18.29%

-0.05 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

$3.09M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

940.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+16.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6528

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 codes2C2G2L3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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

$23K

$2832 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.920%

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

$79,388

$100,938-21.3%

$90,461-12.2%

$158,982-50.1%

Participation rate

87.5%

75.0%+12.5pp

72.7%+14.8pp

82.0%+5.5pp

Annual return

18.29%

1727.20%-1708.9pp

1294.76%-1276.5pp

302.99%-284.7pp

Employer contribution / active EE

$2,790

$3,691-24.4%

$3,264-14.5%

$4,763-41.4%

Participant deferral / active EE

$3,150

$4,350-27.6%

$3,964-20.5%

$5,983-47.4%

Admin fee / account holder

$731

$6,510-88.8%

$5,617-87.0%

$11,252-93.5%

NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT DEFINED CONTRIBUTION PLAN & 403B TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT DEFINED CONTRIBUTION PLAN & 403B TDA 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