Plan Ledger DOL Form 5500 · updated monthly

Eleutherian Mills-Hagley Foundation, Inc.403(b)

HAGLEY MUSEUM & LIBRARY 403(B) PLAN · WILMINGTON, DE · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Eleutherian Mills-Hagley Foundation, Inc. reported $47,477 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,471 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 0.21% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 95th-largest of 242 plans among Delaware employers on file, and the 417th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.41 for every $1.00 employees contributed themselves; active participation has shrunk from 104 to 88 since 2022.

Plan summary
Net assets, end of year$20,840,301
Participants with balances170
Active participants88
Employer contributions$393,404
Employee contributions$279,001
Employer contribution per active participant$4,471
Average account balance$122,590
Benefits paid to participants$1,253,219
Plan auditDisclaimer of opinion
AuditorBELFINT, LYONS &SHUMAN, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 170 accts · $393K emplr
2023$18.6M · 160 accts · $357K emplr
2022$15.6M · 159 accts · $348K emplr
The Eleutherian Mills-Hagley Foundation, Inc. 401(k) match · 2024
Employer contribution per active participant$4,471
Median for plans this size$2,416
2024$4,471 per active participant
2023$4,058 per active participant
2022$3,347 per active participant

Eleutherian Mills-Hagley Foundation, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
MATRIX TRUST COMPANY$41,889
ATLANTIC PENSION SERVICES · Contract administrator$3,643
PCS RETIREMENT, LLC$1,945

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$47,477 · 0.24%
2023$41,674 · 0.24%
2022$36,319 · 0.21%
Similar plansArts, Entertainment & Recreation · Delaware
Harrington Raceway, Inc. DE$21.1M · 0.63%
Lucky Star Casino OK$21.0M · 0.90%
American Cruise Lines, Inc. CT$21.0M · 0.59%
The Franklin Institute PA$20.7M · 0.04%
East Bank Club Venture IL$20.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510070531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.