Plan Ledger DOL Form 5500 · updated monthly

Cora Services, Inc.403(b)

CORA SERVICES 403(B) RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Cora Services, Inc. reported $61,260 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,336 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 0.31% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,273rd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,362nd of 3,091 in educational services. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has grown from 652 to 780 since 2022.

Plan summary
Net assets, end of year$27,141,036
Participants with balances480
Active participants780
Employer contributions$1,042,192
Employee contributions$1,480,133
Employer contribution per active participant$1,336
Average account balance$56,544
Benefits paid to participants$1,590,756
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTON LARSON
Plan history3
Yearassets · accounts · employer contribution
2024$27.1M · 480 accts · $1.0M emplr
2023$23.0M · 645 accts · $1.0M emplr
2022$18.0M · 687 accts · $870K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,260
Total administrative$61,260
Employer contributions to the Cora Services, Inc. plan · 2024
Employer contribution per active participant$1,336
Median for plans this size$2,416
2024$1,336 per active participant
2023$1,595 per active participant
2022$1,334 per active participant

Cora Services, Inc.'s 2024 employer contribution ran below 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
NFP RETIREMENT INC · Investment advisory (participants) · Investment advisory (plan)$39,993
AMERICAN UNITED LIFE INSURANCE CO · Loan processing · Participant communication$6,305

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$61,260 · 0.24%
2023$60,110 · 0.29%
2022$60,914 · 0.31%
Same employer
Similar plansEducational Services · Pennsylvania
Lincoln Learning Solutions PA$31.1M · 0.03%
Winchester Thurston School PA$29.3M · 0.31%
Malvern Preparatory School PA$28.8M · 0.16%
The Ellis School PA$28.2M · 0.06%
Accesslex Institute PA$25.0M · 0.05%
Eeg, Inc. PA$24.4M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232323488 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.