Plan Ledger DOL Form 5500 · updated monthly

Center for Employment Opportunities403(b)

CENTER FOR EMPLOYMENT OPPORTUNITIES TAX SHELTERED ANNUITY PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Center for Employment Opportunities reported $12,411 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $887 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 0.10% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (2,989th of 5,648), and the 774th of 2,534 in administrative & support services. In 2024, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,766,277
Participants with balances386
Active participants725
Employer contributions$643,314
Employee contributions$1,467,414
Employer contribution per active participant$887
Average account balance$38,255
Benefits paid to participants$1,677,387
Plan auditDisclaimer of opinion
AuditorGRANT THORTON
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 386 accts · $643K emplr
2023$12.6M · 447 accts · $589K emplr
2022$10.5M · 354 accts · $573K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,411
Total administrative$12,411
Employer contributions to the Center for Employment Opportunities plan · 2024
Employer contribution per active participant$887
Median for plans this size$2,416
2024$887 per active participant
2023$875 per active participant
2022$783 per active participant

Center for Employment Opportunities's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$12,410
ROCKEFELLER CAPITAL MANAGEMENT · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$12,411 · 0.09%
2023$12,128 · 0.10%
2022$10,564 · 0.10%
Same employer
Similar plansAdministrative & Support Services · New York
Mintz Group LLC NY$16.8M · 0.43%
Aaa Northway, Inc. NY$16.3M · 0.04%
Pager, Inc. NY$16.1M · 0.66%
Rhi Services Co., Inc. NY$14.9M · 0.52%
Conductor LLC NY$14.2M · 0.03%
Rosco, Inc. NY$14.1M · 0.01%
Fareportal Inc NY$13.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133843322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.