Retirement plan

PREGNANCY JUSTICE 403(B) PLAN

Name: NATIONAL ADVOCATES FOR PREGNANT WOMEN - PREGNANCY JUSTICE 403(B) PLAN (2023) Form 5500
Creator: NATIONAL ADVOCATES FOR PREGNANT WOMEN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREGNANCY JUSTICE 403(B) PLAN, NATIONAL ADVOCATES FOR PREGNANT WOMEN

NATIONAL ADVOCATES FOR PREGNANT WOMENdba PREGNANCY JUSTICEEIN 52-2282183Plan #001PY 2023

875 6TH AVE RM 1807 - NEW YORK, NY 10001212-255-9252

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+37.2% from 2022

Total participants

0.0% from 2022

Average account balance

$57,376

+37.2% from 2022

Annual return

22.74%

+46.17 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.43M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

177.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$264K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+34.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3831

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 codes2M3D2G2F2T

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.
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

$69K

$4593 / participant

Other / not subdivided$69K100.0%

% of EOY assets

4.003%

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

$57,376

$96,691-40.7%

$86,656-33.8%

$139,487-58.9%

Participation rate

80.0%

74.4%+5.6pp

71.7%+8.3pp

80.3%-0.3pp

Annual return

22.74%

106.87%-84.1pp

593.09%-570.4pp

373.84%-351.1pp

Employer contribution / active EE

$4,406

$3,267+34.9%

$3,025+45.6%

$4,755-7.3%

Participant deferral / active EE

$12,157

$4,838+151.3%

$4,439+173.9%

$6,713+81.1%

Admin fee / account holder

$2,297

$6,414-64.2%

$5,619-59.1%

$11,407-79.9%

PREGNANCY JUSTICE 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREGNANCY JUSTICE 403(B) 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