Plan Ledger DOL Form 5500 · updated monthly

Ecumenical Enterprises, Inc.403(b)

EEI PENSION PROGRAM · DALLAS, PA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Ecumenical Enterprises, Inc. reported $15,570 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $758 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 0.03% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,839th of 3,651), and 7,704th of 11,911 in health care & social assistance. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,377,650
Participants with balances109
Active participants228
Employer contributions$172,730
Employee contributions$300,638
Employer contribution per active participant$758
Average account balance$49,336
Benefits paid to participants$732,597
Plan auditUnmodified (clean) audit opinion
AuditorKRONICK KALADA BERDY & CO., P.C.
Plan history2
Yearassets · accounts · employer contribution
2024$5.4M · 109 accts · $173K emplr
2022$4.8M · 98 accts · $174K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,570
Total administrative$15,570
Employer contributions to the Ecumenical Enterprises, Inc. plan · 2024
Employer contribution per active participant$758
Median for plans this size$1,313
2024$758 per active participant
2022$957 per active participant

Ecumenical Enterprises, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20246
LINCOLN NATIONAL CORPORATION · Investment management$16,205
LPL FINANCIAL · Investment management$7,509
CAMBRIDGE INVESTMENT GROUP · Investment advisory (plan)$2,500
EMPOWER ADVISORY GROUP, LL · Investment management$399
CARDINAL PENSION GROUP, INC · Contract administratorindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$15,570 · 0.30%
2022$1,316 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Lifesteps, Inc. PA$5.6M · 0.03%
Community Nurses, Inc. PA$5.5M · 0.35%
New Healthworks, Inc. PA$5.3M · 1.07%
Saint John Xxiii Home PA$5.3M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231714246 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.