Retirement plan

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN

Name: RELIEF INTERNATIONAL - RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN (2020) Form 5500
Creator: RELIEF INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN, RELIEF INTERNATIONAL

RELIEF INTERNATIONALEIN 95-4300662Plan #003PY 2020

1101 14TH ST NW, SUITE 1100 - WASHINGTON, DC 20005323-932-7888ri.orgLinkedIn5001-10000 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.7M

+28.9% from 2019

Total participants

109

-22.7% from 2019

Average account balance

$52,641

+66.8% from 2019

Annual return

18.73%

+0.36 pp from 2019

Benchmarks

See 8,767 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,767 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.34M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

109

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$482K

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

+12.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2 years Service code 12 · EIN 13-3689044	Recordkeeping fees; Float revenue; Sh...	$1,793

Plan features & details

Pension benefit codes2F2G2L2M2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$34 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RUBINO & COMPANY, CHARTERED
Auditor EIN: 521186096
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,641

$60,139-12.5%

$90,461-41.8%

$79,856-34.1%

Participation rate

100.0%

65.0%+35.0pp

72.7%+27.3pp

69.6%+30.4pp

Annual return

18.73%

71.96%-53.2pp

1294.76%-1276.0pp

31.71%-13.0pp

Employer contribution / active EE

$6,242

$2,069+201.7%

$3,264+91.2%

$2,471+152.6%

Participant deferral / active EE

$5,746

$2,939+95.5%

$3,964+44.9%

$3,741+53.6%

Admin fee / account holder

$16

$3,978-99.6%

$5,617-99.7%

$5,306-99.7%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Service code 12 · EIN 13-3689044

Recordkeeping fees; Float revenue; Sh...

$1,793

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY 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