Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Blake Foundation403(b)

EASTER SEALS BLAKE FOUNDATION 403(B) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
1.04%

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

Easter Seals Blake Foundation reported $92,948 in plan administrative expenses for 2024: 1.04% of average plan assets, higher than ~75% of peers. Employer contributions averaged $288 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 0.84% to 1.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is the 617th-largest of 1,285 plans among Arizona employers on file, and 1,726th of 3,341 in other services. In 2024, employees put in $3.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,227,810
Participants with balances304
Active participants691
Employer contributions$199,332
Employee contributions$689,002
Employer contribution per active participant$288
Average account balance$30,355
Benefits paid to participants$1,086,701
Plan auditUnmodified (clean) audit opinion
AuditorLUDWIG KLEWER & RUDNER
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 304 accts · $199K emplr
2023$8.6M · 344 accts · $206K emplr
2022$7.4M · 667 accts · $202K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,948
Total administrative$92,948
Employer contributions to the Easter Seals Blake Foundation plan · 2024
Employer contribution per active participant$288
Median for plans this size$1,313
2024$288 per active participant
2023$284 per active participant
2022$271 per active participant

Easter Seals Blake Foundation's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$92,948
PRINCIPAL SECURITIES INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$92,948 · 1.04%
2023$81,300 · 1.02%
2022$68,071 · 0.84%
Same employer
Similar plansOther Services · Arizona
The Arizona Humane Society AZ$10.0M · 1.11%
Thermo King West, Inc. AZ$10.0M · 0.55%
Scottsdale Bible Church AZ$10.0M · 0.64%
Ammo Inc AZ$9.2M · 1.06%
Open Loop Energy, Inc. AZ$9.1M · 0.82%
Dbsi, Inc. AZ$9.1M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860093224 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.