Plan Ledger DOL Form 5500 · updated monthly

National Recreation and Park Association403(b)

NATIONAL RECREATION AND PARK ASSOCIATION 403(B) PLAN · ASHBURN, VA · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

National Recreation and Park Association reported $67,053 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $5,642 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 rose from 0.19% to 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Virginia (1,417th of 2,266), and the 1,599th of 3,341 in other services. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,656,671
Participants with balances119
Active participants82
Employer contributions$462,678
Employee contributions$812,805
Employer contribution per active participant$5,642
Average account balance$89,552
Benefits paid to participants$985,309
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 119 accts · $463K emplr
2023$8.9M · 120 accts · $415K emplr
2022$7.8M · 120 accts · $373K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,053
Total administrative$67,053
Employer contributions to the National Recreation and Park Association plan · 2024
Employer contribution per active participant$5,642
Median for plans this size$1,313
2024$5,642 per active participant
2023$5,602 per active participant
2022$4,913 per active participant

National Recreation and Park Association's 2024 employer contribution ran above the $1,313 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$67,053
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

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$67,053 · 0.69%
2023$15,946 · 0.19%
2022$13,674 · 0.19%
Similar plansOther Services · Virginia
Mohenis Services, Inc. VA$12.7M · 0.92%
Retail Data, LLC VA$11.7M · 1.02%
Caldwell & Gregory LLC VA$10.4M · 0.29%
Close Up Foundation VA$9.1M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 135563001 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.