Plan Ledger DOL Form 5500 · updated monthly

Center for Strategic and International Studies403(b)

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES 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

Center for Strategic and International Studies reported $69,512 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $7,228 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 0.15% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 109th-largest of 618 plans among District of Columbia employers on file, and the 637th of 3,091 in educational services. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$81,900,073
Participants with balances239
Active participants311
Employer contributions$2,247,913
Employee contributions$2,021,356
Employer contribution per active participant$7,228
Average account balance$342,678
Benefits paid to participants$6,312,948
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$81.9M · 239 accts · $2.2M emplr
2023$73.6M · 643 accts · $1.7M emplr
2022$62.2M · 615 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,512
Total administrative$69,512
Employer contributions to the Center for Strategic and International Studies plan · 2024
Employer contribution per active participant$7,228
Median for plans this size$3,635
2024$7,228 per active participant
2023$7,072 per active participant
2022$4,932 per active participant

Center for Strategic and International Studies'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 · Contract administrator · Recordkeeping$44,690
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$24,823

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$69,512 · 0.09%
2023$66,072 · 0.10%
2022$102,975 · 0.15%
Same employer
Similar plansEducational Services · District of Columbia
Georgetown Day School, Inc. DC$106.2M · 0.09%
Sidwell Friends School DC$83.1M · 0.21%
Great Minds Pbc DC$79.6M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521501082 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.