Plan Ledger DOL Form 5500 · updated monthly

C.E.F.S. Economic Opportunity Corporation403(b)

C.E.F.S. ECONOMIC OPPORTUNITY CORPORATION PLAN · EFFINGHAM, IL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

C.E.F.S. Economic Opportunity Corporation reported $4,323 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $749 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 0.09% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Illinois (2,842nd of 3,702), and 2,166th of 3,341 in other services. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,934,106
Participants with balances499
Active participants215
Employer contributions$160,968
Employee contributions$194,772
Employer contribution per active participant$749
Average account balance$11,892
Benefits paid to participants$298,098
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 499 accts · $161K emplr
2023$5.4M · 481 accts · $156K emplr
2022$4.9M · 545 accts · $158K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,323
Total administrative$4,323
Employer contributions to the C.E.F.S. Economic Opportunity Corporation plan · 2024
Employer contribution per active participant$749
Median for plans this size$1,313
2024$749 per active participant
2023$666 per active participant
2022$677 per active participant

C.E.F.S. Economic Opportunity Corporation's 2024 employer contribution ran below the $1,313 median for plans its size. 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
MUTUAL OF AMERICA LIFE INSURANCE CO · Claims processing · Recordkeeping$394
HORACE MANN LIFE INSURANCE COMPANY · Claims processing · Recordkeepingindirect comp

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

Recordkeeper by year2
2024HORACE MANN LIFE INSURANCE COMPANY, Mutual of America
2023HORACE MANN, Mutual of America

This plan has changed recordkeepers within these filings. If you left C.E.F.S. Economic Opportunity Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,323 · 0.08%
2023$1,091 · 0.02%
2022$4,584 · 0.09%
Same employer
Similar plansOther Services · Illinois
Agencyea IL$6.4M · 0.15%
Josiah Venture, Nfp IL$5.5M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 376053117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.