Plan Ledger DOL Form 5500 · updated monthly

Rfe/Rl, Inc.403(b)

RFE/RL, INC. US RETIREMENT SAVINGS PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Rfe/Rl, Inc. reported $202,836 in plan administrative expenses for 2024: 0.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $8,528 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 0.20% to 0.36%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 145th-largest of 618 plans among District of Columbia employers on file, and the 464th of 2,199 in information & media. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has shrunk from 190 to 165 since 2022.

Plan summary
Net assets, end of year$58,485,272
Participants with balances276
Active participants165
Employer contributions$1,407,157
Employee contributions$1,503,046
Employer contribution per active participant$8,528
Average account balance$211,903
Benefits paid to participants$5,980,427
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN, ROSENBERG & FREEDMAN
Plan history3
Yearassets · accounts · employer contribution
2024$58.5M · 276 accts · $1.4M emplr
2023$54.7M · 290 accts · $1.5M emplr
2022$47.4M · 320 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,549
Investment management$66,287
Total administrative$202,836
Employer contributions to the Rfe/Rl, Inc. plan · 2024
Employer contribution per active participant$8,528
Median for plans this size$3,635
2024$8,528 per active participant
2023$8,026 per active participant
2022$7,612 per active participant

Rfe/Rl, Inc.'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 · 20243
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$136,549
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeepingindirect comp
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (participants)$66,288

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

Recordkeeper by year2
2024Empower, Transamerica
2023Empower, Transamerica

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

Administrative cost history3
2024$202,836 · 0.36%
2023$141,877 · 0.28%
2022$105,470 · 0.20%
Same employer
Similar plansInformation & Media · District of Columbia
Cogent Communications, Inc. DC$88.8M · 0.11%
Inmarsat, Inc. DC$51.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521068522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.