Plan Ledger DOL Form 5500 · updated monthly

Carnegie Endowment for International Peace403(b)

CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE DEFINED CONTRIBUTION RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Carnegie Endowment for International Peace reported $52,014 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,176 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 0.11% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 186th-largest of 618 plans among District of Columbia employers on file, and the 464th of 3,341 in other services. In 2024, the employer put in $1.98 for every $1.00 employees contributed themselves; active participation has grown from 149 to 165 since 2022.

Plan summary
Net assets, end of year$45,894,274
Participants with balances270
Active participants165
Employer contributions$2,504,057
Employee contributions$1,264,590
Employer contribution per active participant$15,176
Average account balance$169,979
Benefits paid to participants$3,604,850
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.9M · 270 accts · $2.5M emplr
2023$40.2M · 263 accts · $2.1M emplr
2022$31.7M · 225 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,735
Investment management$279
Total administrative$52,014
Employer contributions to the Carnegie Endowment for International Peace plan · 2024
Employer contribution per active participant$15,176
Median for plans this size$2,416
2024$15,176 per active participant
2023$12,317 per active participant
2022$11,295 per active participant

Carnegie Endowment for International Peace's 2024 employer contribution ran above the $2,416 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$51,735

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

Administrative cost history3
2024$52,014 · 0.12%
2023$41,126 · 0.11%
2022$38,993 · 0.11%
Same employer
Similar plansOther Services · District of Columbia
National Retail Federation DC$49.1M · 0.01%
Human Rights Campaign DC$47.6M · 0.24%
New America DC$47.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 130552040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.