Plan Ledger DOL Form 5500 · updated monthly

Christopher House403(b)

CHRISTOPHER HOUSE TAX DEFERRED ANNUITY PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Christopher House reported $14,248 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $663 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 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,732nd of 3,702), and 6,915th of 11,911 in health care & social assistance. In 2024, employees put in $3.01 for every $1.00 the employer contributed; active participation has shrunk from 213 to 191 since 2022.

Plan summary
Net assets, end of year$6,896,506
Participants with balances362
Active participants191
Employer contributions$126,701
Employee contributions$381,719
Employer contribution per active participant$663
Average account balance$19,051
Benefits paid to participants$252,666
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 362 accts · $127K emplr
2023$6.0M · 365 accts · $150K emplr
2022$5.0M · 353 accts · $149K emplr
Administrative expenses, itemized · 2024
Investment management$14,248
Total administrative$14,248
Employer contributions to the Christopher House plan · 2024
Employer contribution per active participant$663
Median for plans this size$1,313
2024$663 per active participant
2023$727 per active participant
2022$700 per active participant

Christopher House's 2024 employer contribution ran below the $1,313 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 · 20241
VALIC · Investment advisory (participants) · Loan processing$14,248

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$14,248 · 0.22%
2023$11,279 · 0.20%
2022$10,305 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
S.I.R. Management, Inc. IL$7.3M · 0.35%
Heartland Alliance Health IL$6.8M · 0.13%
Penta Group, Inc. IL$6.7M · 0.47%
Pillars Community Health IL$6.7M · 0.38%
First Stop Holdings, LLC IL$6.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237316001 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.