Retirement plan

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN

Name: RELIEF INTERNATIONAL - RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN (2023) 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 2023

1101 14TH ST NW, SUITE 710 - WASHINGTON, DC 20005323-932-7888ri.orgLinkedIn5001-10000 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.7M

+21.0% from 2022

Total participants

119

+2.6% from 2022

Average account balance

$56,474

+18.0% from 2022

Annual return

16.92%

+33.88 pp from 2022

Benchmarks

See 9,811 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,811 peers

Snapshot2023

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 SOLUTIONS5 years Service code 12 · EIN 13-3689044	Claims processing; Participant loan p...	$2,326

Plan features & details

Pension benefit codes2E2F2G2L2M2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$3K

$78 / participant

Recordkeeping$3K100.0%

% of EOY assets

0.042%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,474

$57,305-1.5%

$86,640-34.8%

$75,173-24.9%

Participation rate

100.0%

63.2%+36.8pp

71.7%+28.3pp

67.2%+32.8pp

Annual return

16.92%

2674.24%-2657.3pp

592.52%-575.6pp

160.72%-143.8pp

Employer contribution / active EE

$5,652

$2,316+144.0%

$3,024+86.9%

$2,671+111.6%

Participant deferral / active EE

$7,100

$3,320+113.9%

$4,438+60.0%

$4,126+72.1%

Admin fee / account holder

$24

$4,116-99.4%

$5,616-99.6%

$5,651-99.6%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS5 years

Service code 12 · EIN 13-3689044

Claims processing; Participant loan p...

$2,326

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