Plan Ledger DOL Form 5500 · updated monthly

Council on Foreign Relations403(b)

COUNCIL ON FOREIGN RELATIONS 403(B) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Council on Foreign Relations reported $87,166 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,572 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 3 years on file its reported administrative ratio has held roughly steady near 0.056%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 559th-largest of 5,648 plans among New York employers on file, and the 109th of 3,341 in other services. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$164,623,679
Participants with balances1,038
Active participants371
Employer contributions$2,809,163
Employee contributions$3,218,923
Employer contribution per active participant$7,572
Average account balance$158,597
Benefits paid to participants$8,388,251
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$164.6M · 1,038 accts · $2.8M emplr
2023$148.3M · 1,006 accts · $2.6M emplr
2022$128.0M · 989 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,166
Total administrative$87,166
Employer contributions to the Council on Foreign Relations plan · 2024
Employer contribution per active participant$7,572
Median for plans this size$3,635
2024$7,572 per active participant
2023$7,117 per active participant
2022$6,695 per active participant

Council on Foreign Relations'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 · 20241
TIAA · Recordkeeping · Pension consulting$87,166

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$87,166 · 0.06%
2023$86,984 · 0.06%
2022$66,152 · 0.06%
Same employer
Similar plansOther Services · New York
Ww International, Inc. NY$201.6M · 0.01%
Christie's Inc. NY$148.3M · 0.07%
National Audubon Society Inc NY$139.5M · 0.08%
Csc Serviceworks, Inc. NY$133.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131628168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.