Retirement plan

ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENT 403(B) DC PLAN

Name: ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MGMT - ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENT 403(B) DC PLAN (2024) Form 5500
Creator: ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MGMT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENT 403(B) DC PLAN, ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MGMT

ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MGMTEIN 52-2193861Plan #001PY 2024

1100 VERMONT AVENUE, NW, SUITE 650 - WASHINGTON, DC 200056347202-496-0130appam.orgLinkedIn1-10 employeespublic policy

Other plans on this EIN

1 filing

#002Retirement-$476K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$940K

+22.1% from 2023

Total participants

+11.1% from 2023

Average account balance

$46,982

+9.9% from 2023

Annual return

15.12%

-4.26 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$940K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$781

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 codes2E2F2G2L3D

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.
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

$16K

$1953 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.662%

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

$46,982

$160,028-70.6%

$147,080-68.1%

$145,884-67.8%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

15.12%

98.60%-83.5pp

420.17%-405.0pp

551.85%-536.7pp

Employer contribution / active EE

$8,684

$5,286+64.3%

$4,933+76.0%

$4,662+86.2%

Participant deferral / active EE

$8,422-100.0%

$8,066-100.0%

$6,690-100.0%

Admin fee / account holder

$781

$15,030-94.8%

$12,989-94.0%

$13,392-94.2%

ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENT 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENT 403(B) DC 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