The National Education Association of the United States

Form 5500 Data

The National Education Association of the United States

80

Overview

Plan Rating

BrightScope Rating
80
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (25)
Average in Peer Group (68)
Highest in Peer Group (90)

Plan Description

National Education Association 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80. This plan is in the top 15% of plans for Account Balances, Salary Deferral, and Total Plan Cost. National Education Association 401k Retirement Savings Plan currently has over 700 active participants and over $170.8M in plan assets.

Did you know?

For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (80) and the top rated plan (90) could equate to:
7
Additional years of work
16,568
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address Human Resources 1201 16th Street
  • Location
    Washington , DC
  • 20036
  • Industry
    Other Services (except Public Administration)
  • Administrator
    Derrick Johnson
  • Net Plan Assets
    $171,000,000
  • Total Participants
    710
  • Avg Account Balance
    $270,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

80

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 9%
N/A
Vanguard Wellesley Income 6%
3%
Vanguard Retirement Savings Trust 6%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Advisor Investment Management
Investment Adviser
Vanguard Group
Recordkeeper
Vanguard Group
Auditor
Calibre CPA Group PLLC

Articles and Questions

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