Plan Ledger DOL Form 5500 · updated monthly

Donor Network West403(b)

DONOR NETWORK WEST RETIREMENT PLAN · SAN RAMON, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Donor Network West reported $141,293 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,395 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 0.23% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,583rd-largest of 9,483 plans among California employers on file, and the 1,674th of 11,911 in health care & social assistance. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$57,734,179
Participants with balances584
Active participants440
Employer contributions$2,373,691
Employee contributions$3,461,570
Employer contribution per active participant$5,395
Average account balance$98,860
Benefits paid to participants$6,603,247
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$57.7M · 584 accts · $2.4M emplr
2023$51.4M · 568 accts · $2.2M emplr
2022$42.6M · 528 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$141,293
Total administrative$141,293
Employer contributions to the Donor Network West plan · 2024
Employer contribution per active participant$5,395
Median for plans this size$3,635
2024$5,395 per active participant
2023$4,899 per active participant
2022$4,785 per active participant

Donor Network West's 2024 employer contribution ran above the $3,635 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 · 20243
LINCOLN NATIONAL CORPORATION · Contract administrator$128,719
PENSIONMARK FINANCIAL GROUP · Investment advisory (participants) · Investment advisory (plan)$74,361
PEERY & ASSOCIATES, INC.$11,750

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$141,293 · 0.26%
2023$117,571 · 0.25%
2022$102,016 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · California
Ole Health CA$58.0M · 0.39%
Family Healthcare Network CA$55.6M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943062436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.