Retirement plan

403(B) THRIFT PLAN OF NATIONAL DEFENSE TRANSPORTATION ASSOCIATION

Name: NATIONAL DEFENSE TRANSPORTATIO - 403(B) THRIFT PLAN OF NATIONAL DEFENSE TRANSPORTATION ASSOCIATION (2022) Form 5500
Creator: NATIONAL DEFENSE TRANSPORTATIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF NATIONAL DEFENSE TRANSPORTATION ASSOCIATION, NATIONAL DEFENSE TRANSPORTATIO

NATIONAL DEFENSE TRANSPORTATIOEIN 53-0174234Plan #001PY 2022

50 S PICKETT ST STE 220 - ALEXANDRIA, VA 223047206703-751-5011

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.1M

-10.3% from 2021

Total participants

+9.1% from 2021

Average account balance

$103,091

-18.4% from 2021

Annual return

-23.91%

-40.27 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.11M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$194K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+22.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3722

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 codes2F2G2T3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$295 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.182%

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

$103,091

$92,684+11.2%

$82,706+24.6%

$134,509-23.4%

Participation rate

85.7%

75.2%+10.5pp

72.6%+13.2pp

81.2%+4.5pp

Annual return

-23.91%

945.84%-969.7pp

701.76%-725.7pp

418.13%-442.0pp

Employer contribution / active EE

$4,877

$3,272+49.1%

$3,007+62.1%

$4,741+2.9%

Participant deferral / active EE

$20,062

$4,800+318.0%

$4,394+356.6%

$6,400+213.5%

Admin fee / account holder

$188

$5,982-96.9%

$5,329-96.5%

$11,427-98.4%

403(B) THRIFT PLAN OF NATIONAL DEFENSE TRANSPORTATION ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF NATIONAL DEFENSE TRANSPORTATION ASSOCIATION

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