Plan Ledger DOL Form 5500 · updated monthly

Conservation International403(b)

CONSERVATION INTERNATIONAL 403(B) SAVINGS PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Conservation International reported $253,087 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $7,102 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 fell from 0.25% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 218th-largest of 2,266 plans among Virginia employers on file, and the 416th of 3,091 in educational services. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$133,203,919
Participants with balances972
Active participants432
Employer contributions$3,068,237
Employee contributions$5,187,021
Employer contribution per active participant$7,102
Average account balance$137,041
Benefits paid to participants$7,688,634
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$133.2M · 972 accts · $3.1M emplr
2023$114.7M · 867 accts · $2.7M emplr
2022$98.5M · 1,041 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$249,771
Investment management$3,316
Total administrative$253,087
Employer contributions to the Conservation International plan · 2024
Employer contribution per active participant$7,102
Median for plans this size$3,635
2024$7,102 per active participant
2023$6,579 per active participant
2022$5,492 per active participant

Conservation International's 2024 employer contribution ran above the $3,635 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 · 20245
MERCER (US) INC$65,000
MCGLADREY LLP$40,000
CONSERVATION INTERNTL FOUNDATION$16,250
EMPOWER ADVISORY GROUP, LLC · Investment management$3,316

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$253,087 · 0.20%
2023$121,734 · 0.11%
2022$271,336 · 0.25%
Same employer
Similar plansEducational Services · Virginia
Cfa Institute VA$240.4M · 0.03%
Roanoke College VA$151.6M · 0.04%
Anthology Inc. VA$145.0M · 0.10%
Marymount University VA$133.9M · 0.10%
Hampton University VA$132.7M · 0.00%
The Potomac School VA$131.5M · 0.04%
Novateur Education, Inc. VA$124.1M · 0.16%
Hampden-Sydney College VA$117.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521497470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.