Plan Ledger DOL Form 5500 · updated monthly

Church World Service Inc.403(b)

CHURCH WORLD SERVICE RETIREMENT PLAN · ELKHART, IN · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Church World Service Inc. reported $84,350 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,865 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 rose from 0.09% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 314th-largest of 1,562 plans among Indiana employers on file, and the 475th of 3,341 in other services. In 2024, the employer put in $1.57 for every $1.00 employees contributed themselves; active participation has grown from 579 to 1,171 since 2022.

Plan summary
Net assets, end of year$45,050,183
Participants with balances1,536
Active participants1,171
Employer contributions$3,355,325
Employee contributions$2,135,139
Employer contribution per active participant$2,865
Average account balance$29,330
Benefits paid to participants$1,943,744
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.1M · 1,536 accts · $3.4M emplr
2023$36.5M · 1,157 accts · $2.0M emplr
2022$30.2M · 901 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,350
Investment management$18,000
Total administrative$84,350
Employer contributions to the Church World Service Inc. plan · 2024
Employer contribution per active participant$2,865
Median for plans this size$2,416
2024$2,865 per active participant
2023$2,390 per active participant
2022$2,217 per active participant

Church World Service Inc.'s 2024 employer contribution ran above 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 · 20242
TIAA-CREF · Recordkeeping$61,934
GALLAGHER FIDUCIARY SERVICES LLC · Investment management$18,000

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$84,350 · 0.21%
2023$53,078 · 0.16%
2022$30,357 · 0.09%
Similar plansOther Services · Indiana
Flanders Electric Motor Svc IN$47.6M · 0.34%
Regenstrief Institute, Inc. IN$33.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134080201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.