Plan Ledger DOL Form 5500 · updated monthly

Bipartisan Policy Center403(b)

BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Bipartisan Policy Center reported $17,791 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,208 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.08% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 257th-largest of 618 plans among District of Columbia employers on file, and the 4,318th of 11,654 in professional & technical services. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has shrunk from 197 to 165 since 2022.

Plan summary
Net assets, end of year$28,646,583
Participants with balances312
Active participants165
Employer contributions$1,354,303
Employee contributions$1,579,452
Employer contribution per active participant$8,208
Average account balance$91,816
Benefits paid to participants$2,939,940
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 312 accts · $1.4M emplr
2023$24.2M · 290 accts · $1.4M emplr
2022$19.4M · 277 accts · $1.3M emplr
Employer contributions to the Bipartisan Policy Center plan · 2024
Employer contribution per active participant$8,208
Median for plans this size$2,416
2024$8,208 per active participant
2023$10,281 per active participant
2022$6,816 per active participant

Bipartisan Policy Center's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NEWPORT GROUP, INC. · Recordkeeping$17,870

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$17,791 · 0.07%
2023$19,483 · 0.09%
2022$16,052 · 0.08%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
The Endocrine Society DC$31.2M · 0.16%
Jrc Integrated Systems, LLC DC$30.0M · 0.03%
Dexis Consulting Group DC$27.2M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731628382 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.