Plan Ledger DOL Form 5500 · updated monthly

Community Education Alliance of West Philadelphia403(b)

COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Community Education Alliance of West Philadelphia reported $18,089 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $2,061 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 has held roughly steady near 0.578%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Pennsylvania (3,121st of 3,651), and 2,679th of 3,091 in educational services. In 2024, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,356,713
Participants with balances123
Active participants96
Employer contributions$197,813
Employee contributions$248,782
Employer contribution per active participant$2,061
Average account balance$27,290
Benefits paid to participants$370,618
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.4M · 123 accts · $198K emplr
2023$2.9M · 129 accts · $216K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,223
Investment management$15,866
Total administrative$18,089
Employer contributions to the Community Education Alliance of West Philadelphia plan · 2024
Employer contribution per active participant$2,061
Median for plans this size$1,313
2024$2,061 per active participant
2023$2,228 per active participant

Community Education Alliance of West Philadelphia's 2024 employer contribution ran above 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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment management$15,866
EQUITABLE FINANCIAL LIFE INSURANCE · Investment management · Trustee (directed)indirect comp

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

Administrative cost history2
2024$18,089 · 0.58%
2023$15,354 · 0.58%
Same employer
Similar plansEducational Services · Pennsylvania
Central Penn, Inc. PA$4.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300092680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.