Plan Ledger DOL Form 5500 · updated monthly

Relief International403(b)

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Relief International reported $2,801 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,652 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 0.02% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (496th of 618), and 2,053rd of 3,341 in other services. In 2023, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,720,404
Participants with balances119
Active participants36
Employer contributions$203,475
Employee contributions$255,616
Employer contribution per active participant$5,652
Average account balance$56,474
Benefits paid to participants$231,460
Plan auditUnmodified (clean) audit opinion
AuditorRUBINO & COMPANY, CHARTERED
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 109 accts · $216K emplr
2023$6.7M · 119 accts · $203K emplr
2022$5.6M · 116 accts · $255K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,801
Total administrative$2,801
Employer contributions to the Relief International plan · 2023
Employer contribution per active participant$5,652
Median for plans this size$1,308
2024$7,448 per active participant
2023$5,652 per active participant
2022$7,087 per active participant

Relief International's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$2,326

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,440 · 0.04%
2023$2,801 · 0.05%
2022$1,131 · 0.02%
Similar plansOther Services · District of Columbia
Working America DC$7.4M · 0.74%
Marthas Table Inc. DC$4.8M · 0.39%
Windward Fund DC$4.4M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954300662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.