Plan Ledger DOL Form 5500 · updated monthly

Commonwealth Zoological Corporation401(k)

ZOO NEW ENGLAND 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Commonwealth Zoological Corporation reported $49,212 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $820 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 0.30% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Massachusetts (1,617th of 2,726), and the 559th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.52 for every $1.00 the employer contributed; active participation has grown from 146 to 298 since 2022.

Plan summary
Net assets, end of year$13,607,109
Participants with balances240
Active participants298
Employer contributions$244,222
Employee contributions$859,866
Employer contribution per active participant$820
Average account balance$56,696
Benefits paid to participants$706,501
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 240 accts · $244K emplr
2023$11.4M · 211 accts · $228K emplr
2022$9.1M · 185 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,212
Investment management$24,000
Total administrative$49,212
The Commonwealth Zoological Corporation 401(k) match · 2024
Employer contribution per active participant$820
Median for plans this size$2,416
2024$820 per active participant
2023$1,344 per active participant
2022$1,293 per active participant

Commonwealth Zoological Corporation's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,212
MML INVESTOR SERVICES LLC · Investment advisory (plan)$24,000

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$49,212 · 0.39%
2023$44,974 · 0.44%
2022$29,376 · 0.30%
Same employer
Similar plansArts, Entertainment & Recreation · Massachusetts
Old Sturbridge Inc. MA$15.3M · 0.00%
Hyannis Harbor Tours, Inc. MA$13.8M · 0.03%
Worcester Art Museum MA$13.2M · 0.19%
Southworth Development LLC MA$12.3M · 0.30%
Peabody Essex Museum MA$12.0M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 043129124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.