Plan Ledger DOL Form 5500 · updated monthly

Education Success Network, Inc.403(b)

EDUCATION SUCCESS NETWORK, INC. 403(B) DC PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Education Success Network, Inc. reported $11,294 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,096 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 0.04% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (3,171st of 5,648), and the 838th of 2,534 in administrative & support services. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has shrunk from 268 to 133 since 2022.

Plan summary
Net assets, end of year$13,240,812
Participants with balances185
Active participants133
Employer contributions$278,815
Employee contributions$493,525
Employer contribution per active participant$2,096
Average account balance$71,572
Benefits paid to participants$508,662
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 185 accts · $279K emplr
2023$11.6M · 180 accts · $173K emplr
2022$12.0M · 184 accts · $177K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,294
Total administrative$11,294
Employer contributions to the Education Success Network, Inc. plan · 2024
Employer contribution per active participant$2,096
Median for plans this size$2,416
2024$2,096 per active participant
2023$2,059 per active participant
2022$660 per active participant

Education Success Network, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
TIAA$11,819

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$11,294 · 0.09%
2023$8,159 · 0.07%
2022$5,657 · 0.04%
Same employer
Similar plansAdministrative & Support Services · New York
Rosco, Inc. NY$14.1M · 0.01%
Fareportal Inc NY$13.9M · 0.50%
Next Jump, Inc. NY$13.4M · 0.01%
Affiliated Monitoring, Inc. NY$12.7M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260181589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.