Retirement plan

NATIONAL ENVIRONMENTAL EDUCATION FOUNDATION 403B PLAN

Name: NATIONAL ENVIRONMENTAL EDUCATION AND TRAINING FOUNDATION - NATIONAL ENVIRONMENTAL EDUCATION FOUNDATION 403B PLAN (2023) Form 5500
Creator: NATIONAL ENVIRONMENTAL EDUCATION AND TRAINING FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ENVIRONMENTAL EDUCATION FOUNDATION 403B PLAN, NATIONAL ENVIRONMENTAL EDUCATION AND TRAINING FOUNDATION

NATIONAL ENVIRONMENTAL EDUCATION AND TRAINING FOUNDATIONdba NATIONAL ENVIRONMENTAL EDUCATION FOUNDATIONEIN 54-1557043Plan #002PY 2023

1730 RHODE ISLAND AVENUE NW, SUITE 401 - WASHINGTON, DC 20036202-833-2933neefusa.orgLinkedIn11-50 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+12.3% from 2022

Total participants

+15.4% from 2022

Average account balance

$50,614

-1.7% from 2022

Annual return

16.10%

+31.83 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

191.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

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

+19.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14271

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 codes2F2G2L2M2T3D

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.
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

$252K

$10937 / participant

Other / not subdivided$252K100.0%

% of EOY assets

20.709%

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

$50,614

$96,678-47.6%

$86,640-41.6%

$139,466-63.7%

Participation rate

73.9%

74.4%-0.5pp

71.7%+2.2pp

80.3%-6.4pp

Annual return

16.10%

106.69%-90.6pp

592.52%-576.4pp

373.66%-357.6pp

Employer contribution / active EE

$3,651

$3,265+11.8%

$3,024+20.7%

$4,754-23.2%

Participant deferral / active EE

$5,497

$4,837+13.6%

$4,438+23.9%

$6,712-18.1%

Admin fee / account holder

$10,481

$6,410+63.5%

$5,616+86.6%

$11,409-8.1%

NATIONAL ENVIRONMENTAL EDUCATION FOUNDATION 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ENVIRONMENTAL EDUCATION FOUNDATION 403B 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