Plan Ledger DOL Form 5500 · updated monthly

Research Triangle Institute401(k)

RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE · RESEARCH TRIANGLE PARK, NC · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Research Triangle Institute reported $577,632 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. Employer contributions averaged $8,964 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 0.06% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 39th-largest of 2,005 plans among North Carolina employers on file, and the 163rd of 11,654 in professional & technical services. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,150,161,280
Participants with balances5,375
Active participants3,759
Employer contributions$33,696,469
Employee contributions$47,839,595
Employer contribution per active participant$8,964
Average account balance$213,983
Benefits paid to participants$69,523,195
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.2B · 5,375 accts · $33.7M emplr
2023$992.8M · 5,478 accts · $30.8M emplr
2022$809.4M · 5,257 accts · $26.7M emplr
The Research Triangle Institute 401(k) match · 2024
Employer contribution per active participant$8,964
Median for plans this size$5,259
2024$8,964 per active participant
2023$8,207 per active participant
2022$7,322 per active participant

Research Triangle Institute's 2024 employer contribution ran above the $5,259 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
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$209,758
VANGUARD ADVISERS INC. · Investment advisory (participants)$372,744

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$577,632 · 0.05%
2023$574,888 · 0.06%
2022$524,218 · 0.06%
All plans at this employer2
RTI BUSINESS SEGMENT 401(K) PLAN401(k)
RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE401(k)
Same employer
Similar plansProfessional & Technical Services · North Carolina
Syneos Health NC$1.6B · 0.06%
Veradigm LLC NC$807.9M · 0.09%
Moore & van Allen PLLC NC$403.2M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560686338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.