Retirement plan

NIGP 403(B) PLAN

Name: NATIONAL INSTITUTE OF GOVERNMENTAL PURCHASING, INC. - NIGP 403(B) PLAN (2025) Form 5500
Creator: NATIONAL INSTITUTE OF GOVERNMENTAL PURCHASING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NIGP 403(B) PLAN, NATIONAL INSTITUTE OF GOVERNMENTAL PURCHASING, INC.

NATIONAL INSTITUTE OF GOVERNMENTAL PURCHASING, INC.EIN 53-0196623Plan #001PY 2025

12007 SUNRISE VALLEY DRIVE, SUITE 1, 10 - RESTON, VA 201913460310-717-4612

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$7.4M

+1.8% from 2024

Total participants

-10.9% from 2024

Average account balance

$185,495

+14.5% from 2024

Annual return

12.70%

-0.66 pp from 2024

Benchmarks

See 9,247 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,247 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.42M

Not enough data

1 years with asset history on file

Average account balance

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

$185K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$529K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+12.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33801

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 codes2F2G2L2M2S2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$42251 / participant

Other / not subdivided$1M100.0%

% of EOY assets

18.222%

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

$185,495

$51,638+259.2%

$68,368+171.3%

$82,448+125.0%

Participation rate

96.9%

63.6%+33.3pp

73.8%+23.1pp

68.1%+28.8pp

Annual return

12.70%

37.53%-24.8pp

292.57%-279.9pp

41.64%-28.9pp

Employer contribution / active EE

$6,095

$2,047+197.8%

$2,649+130.1%

$2,551+138.9%

Participant deferral / active EE

$10,447

$2,914+258.6%

$4,123+153.4%

$4,139+152.4%

Admin fee / account holder

$33,801

$4,643+627.9%

$5,150+556.4%

$7,234+367.2%

NIGP 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NIGP 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