Plan Ledger DOL Form 5500 · updated monthly

Chapin Hall Center for Children403(b)

CHAPIN HALL CENTER FOR CHILDREN 403(B) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Chapin Hall Center for Children reported $36,194 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $8,610 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 3 years on file its reported administrative ratio has held roughly steady near 0.148%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,432nd-largest of 3,702 plans among Illinois employers on file, and the 4,557th of 11,654 in professional & technical services. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,470,840
Participants with balances206
Active participants144
Employer contributions$1,239,855
Employee contributions$1,497,850
Employer contribution per active participant$8,610
Average account balance$128,499
Benefits paid to participants$2,177,675
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 206 accts · $1.2M emplr
2023$22.5M · 205 accts · $1.2M emplr
2022$18.0M · 210 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,194
Total administrative$36,194
Employer contributions to the Chapin Hall Center for Children plan · 2024
Employer contribution per active participant$8,610
Median for plans this size$2,416
2024$8,610 per active participant
2023$7,639 per active participant
2022$7,385 per active participant

Chapin Hall Center for Children'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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$36,194
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect comp
MSCS FS DIV OF BROADRIDGE BPO, LLCindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$36,194 · 0.15%
2023$31,920 · 0.16%
2022$28,741 · 0.15%
Same employer
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Hennessy & Roach P.C. IL$26.7M · 0.31%
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Crossvue, LLC IL$26.1M · 0.35%
K2 Services LLC IL$25.9M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362167012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.