Plan Ledger DOL Form 5500 · updated monthly

Episcopal Community Services of the Diocese of Pennsylvania401(k)

EPISCOPAL COMMUNITY SERVICES OF THE DIOCESE OF PENNSYLVANIA 401(K) SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Episcopal Community Services of the Diocese of Pennsylvania reported $31,623 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $1,394 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 0.52% to 0.56%. 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 (2,736th of 3,651), and 7,310th of 11,911 in health care & social assistance. In 2024, employees put in $2.73 for every $1.00 the employer contributed; active participation has grown from 79 to 99 since 2022.

Plan summary
Net assets, end of year$6,078,916
Participants with balances143
Active participants99
Employer contributions$138,005
Employee contributions$376,772
Employer contribution per active participant$1,394
Average account balance$42,510
Benefits paid to participants$307,872
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 143 accts · $138K emplr
2023$5.3M · 152 accts · $125K emplr
2022$4.6M · 125 accts · $113K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,623
Total administrative$31,623
The Episcopal Community Services of the Diocese of Pennsylvania 401(k) match · 2024
Employer contribution per active participant$1,394
Median for plans this size$1,313
2024$1,394 per active participant
2023$1,267 per active participant
2022$1,430 per active participant

Episcopal Community Services of the Diocese of Pennsylvania's 2024 employer contribution ran above 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 · 20243
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$26,387
ADP, LLC · Loan processing · Recordkeeping$5,236
ADP BROKER DEALERindirect comp

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$31,623 · 0.56%
2023$26,208 · 0.53%
2022$25,188 · 0.52%
Similar plansHealth Care & Social Assistance · Pennsylvania
Hamilton Health Center PA$6.2M · 0.75%
Malvern Health, Inc. PA$6.1M · 0.90%
Highlands Hospital PA$6.0M · 0.40%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231352290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.