Plan Ledger DOL Form 5500 · updated monthly

Council on the Environment, Inc.Profit-sharing plan

COUNCIL ON THE ENVIRONMENT, INC. INCENTIVE SAVINGS PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
1.04%

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

Council on the Environment, Inc. reported $45,054 in plan administrative expenses for 2023: 1.04% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,569 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 1.01% to 1.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (4,545th of 5,648), and 2,366th of 3,341 in other services.

Plan summary
Net assets, end of year$4,655,150
Participants with balances155
Active participants96
Employer contributions$342,605
Employee contributions—
Employer contribution per active participant$3,569
Average account balance$30,033
Benefits paid to participants$262,017
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 129 accts · $260K emplr
2023$4.7M · 155 accts · $343K emplr
2022$4.0M · 128 accts · $298K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$34,054
Audit (IQPA)$11,000
Total administrative$45,054
Employer contributions to the Council on the Environment, Inc. plan · 2023
Employer contribution per active participant$3,569
Median for plans this size$1,308
2024$2,521 per active participant
2023$3,569 per active participant
2022$2,808 per active participant

Council on the Environment, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
NEUBERGER BERMAN · Trustee · Investment advisory (plan)$34,054
MARKS PANETH LLP · Accounting / audit$11,000

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$47,777 · 1.09%
2023$45,054 · 1.04%
2022$39,043 · 1.01%
Same employer
Similar plansOther Services · New York
Xwell NY$4.5M · 1.03%
Boyce Technologies, Inc. NY$4.5M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132765465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.