Plan Ledger DOL Form 5500 · updated monthly

Easterseals Midwest403(b)

EASTERSEALS MIDWEST 403(B) PLAN · SAINT LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Easterseals Midwest reported $106,926 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $270 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 0.91% to 0.85%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (729th of 1,393), and the 4,718th of 11,911 in health care & social assistance. In 2024, employees put in $3.25 for every $1.00 the employer contributed; active participation has grown from 1,551 to 1,766 since 2022.

Plan summary
Net assets, end of year$13,843,314
Participants with balances493
Active participants1,766
Employer contributions$476,717
Employee contributions$1,548,888
Employer contribution per active participant$270
Average account balance$28,080
Benefits paid to participants$965,314
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 493 accts · $477K emplr
2023$11.4M · 393 accts · $379K emplr
2022$8.8M · 336 accts · $328K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,428
Audit (IQPA)$6,498
Total administrative$106,926
Employer contributions to the Easterseals Midwest plan · 2024
Employer contribution per active participant$270
Median for plans this size$2,416
2024$270 per active participant
2023$233 per active participant
2022$212 per active participant

Easterseals Midwest's 2024 employer contribution ran below the $2,416 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$100,427
RUBINBROWN LLP · Accounting / audit$6,500
EDWARD JONES · 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$106,926 · 0.85%
2023$86,983 · 0.86%
2022$73,740 · 0.91%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Greater K.C. Linc, Inc MO$15.6M · 0.39%
Kansas City Hospice, Inc. MO$13.9M · 0.32%
Biotech X-Ray Inc. MO$13.0M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430979927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.