Plan Ledger DOL Form 5500 · updated monthly

Carnegie Institution of WashingtonTarget benefit plan

CARNEGIE INSTITUTION OF WASHINGTON RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Carnegie Institution of Washington reported $219,034 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $12,159 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 0.086% to 0.094%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 49th-largest of 618 plans among District of Columbia employers on file, and the 679th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$241,745,972
Participants with balances1,096
Active participants492
Employer contributions$5,982,460
Employee contributions—
Employer contribution per active participant$12,159
Average account balance$220,571
Benefits paid to participants$13,357,740
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$241.7M · 1,096 accts · $6.0M emplr
2023$224.6M · 1,108 accts · $6.2M emplr
2022$204.1M · 1,141 accts · $5.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$140,456
Investment management$76,078
Total administrative$219,034
Employer contributions to the Carnegie Institution of Washington plan · 2024
Employer contribution per active participant$12,159
Median for plans this size$3,635
2024$12,159 per active participant
2023$12,045 per active participant
2022$9,641 per active participant

Carnegie Institution of Washington'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 · 20242
TIAA · Custodial · Trustee$140,456
GREENSPRING ADVISORS LLC · Investment advisory (plan)$76,078

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$219,034 · 0.09%
2023$162,634 · 0.08%
2022$169,797 · 0.09%
All plans at this employer2
CARNEGIE INSTITUTION OF WASHINGTON RETIREMENT PLANTarget benefit plan
CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN403(b)
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Arentfox Schiff LLP DC$296.9M · 0.00%
Williams & Connolly LLP DC$282.7M · 0.00%
Govcio LLC DC$282.0M · 0.11%
The Brookings Institution DC$260.2M · 0.02%
Ankura Consulting Group, LLC DC$230.5M · 0.02%
Eab Global, Inc. DC$204.8M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 530196523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.