RESOURCES FOR THE FUTURE, INC. 401(A) RETIREMENT PLAN · WASHINGTON, DC · plan year 2023
Reported admin expense ratio · 2023
0.11%
Peer grade: A-· admin costs + employer contributions vs same-size plans · how grading works
Resources for the Future, Inc. reported $51,241 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $15,782 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 9 years on file its reported administrative ratio fell from 0.08% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is the 175th-largest of 618 plans among District of Columbia employers on file, and the 910th of 3,091 in educational services.
Plan summary
Net assets, end of year$50,201,665
Participants with balances266
Active participants70
Employer contributions$1,104,759
Employee contributions—
Employer contribution per active participant$15,782
Employer contributions to the Resources for the Future, Inc. plan · 2023
Employer contribution per active participant$15,782
Median for plans this size$2,440
2024$17,180 per active participant
2023$15,782 per active participant
2022$16,575 per active participant
2021$14,081 per active participant
2020$12,762 per active participant
Resources for the Future, Inc.'s 2023 employer contribution ran above the $2,440 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 · 20232
MORGAN STANLEY · Claims processing · Recordkeeping$41,244
USI CONSULTING GROUP · Claims processing · Recordkeeping$9,997
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Source: U.S. Department of Labor, Form 5500 series, EIN 530220900 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.