Plan Ledger DOL Form 5500 · updated monthly

Center for Sustainable Energy403(b)

CENTER FOR SUSTAINABLE ENERGY · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Center for Sustainable Energy reported $66,719 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,774 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 0.58% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 4,322nd-largest of 9,483 plans among California employers on file, and 1,793rd of 3,091 in educational services. In 2024, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,481,682
Participants with balances307
Active participants240
Employer contributions$425,737
Employee contributions$1,178,312
Employer contribution per active participant$1,774
Average account balance$50,429
Benefits paid to participants$1,278,789
Plan auditDisclaimer of opinion
AuditorWEST RHODE & ROBERTS
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 307 accts · $426K emplr
2023$13.2M · 317 accts · $410K emplr
2022$10.5M · 358 accts · $344K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,719
Total administrative$66,719
Employer contributions to the Center for Sustainable Energy plan · 2024
Employer contribution per active participant$1,774
Median for plans this size$2,416
2024$1,774 per active participant
2023$1,543 per active participant
2022$1,363 per active participant

Center for Sustainable Energy's 2024 employer contribution ran below the $2,416 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 · 20244
GALLAGHER BENEFIT SERVICES .00 INC · Investment advisory (plan)$30,981
ASCENSUS HOLDINGS INC DBA · Contract administrator$12,946
EMPOWER ADVISORY GROUP, LLC · Investment management$541

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$66,719 · 0.46%
2023$48,481 · 0.41%
2022$65,087 · 0.58%
Same employer
Similar plansEducational Services · California
San Diego Jewish Academy CA$15.7M · 0.45%
Notre Dame High School CA$15.5M · 0.37%
The University Corporation CA$14.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330936366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.