Plan Ledger DOL Form 5500 · updated monthly

National Democratic Institute for International AffairsMoney purchase plan

NATIONAL DEMOCRATIC INSTITUTE FOR INTERNATIONAL AFFAIRS MONEY PURCHASE PENSION PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

National Democratic Institute for International Affairs reported $82,211 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $7,882 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 3 years on file its reported administrative ratio has held roughly steady near 0.137%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 130th-largest of 618 plans among District of Columbia employers on file, and the 331st of 3,341 in other services. active participation has grown from 263 to 453 since 2022.

Plan summary
Net assets, end of year$64,184,603
Participants with balances699
Active participants453
Employer contributions$3,570,509
Employee contributions$0
Employer contribution per active participant$7,882
Average account balance$91,823
Benefits paid to participants$3,817,802
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.2M · 699 accts · $3.6M emplr
2023$56.2M · 652 accts · $3.4M emplr
2022$45.5M · 572 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,820
Investment management$8,391
Total administrative$82,211
Employer contributions to the National Democratic Institute for International Affairs plan · 2024
Employer contribution per active participant$7,882
Median for plans this size$3,635
2024$7,882 per active participant
2023$11,146 per active participant
2022$9,742 per active participant

National Democratic Institute for International Affairs's 2024 employer contribution ran above the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$73,820
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,391

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$82,211 · 0.14%
2023$65,705 · 0.13%
2022$73,477 · 0.14%
All plans at this employer2
NATIONAL DEMOCRATIC INSTITUTE FOR INTERNATIONAL AFFAIRS MONEY PURCHASE PENSION PLANMoney purchase plan
NDI 403(B) PLAN403(b)
Same employer
Similar plansOther Services · District of Columbia
Ufcw International Union DC$67.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521338892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.