Plan Ledger DOL Form 5500 · updated monthly

Erie Neighborhood House403(b)

ERIE NEIGHBORHOOD HOUSE 403(B) · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Erie Neighborhood House reported $38,834 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $905 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 3 years on file its reported administrative ratio has held roughly steady near 0.82%. 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 Illinois (2,949th of 3,702), and 7,850th of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 134 to 164 since 2022.

Plan summary
Net assets, end of year$5,106,097
Participants with balances238
Active participants164
Employer contributions$148,393
Employee contributions$301,748
Employer contribution per active participant$905
Average account balance$21,454
Benefits paid to participants$272,605
Plan auditDisclaimer of opinion
AuditorSASSETTI LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 238 accts · $148K emplr
2023$4.3M · 217 accts · $121K emplr
2022$3.6M · 193 accts · $115K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,380
Investment management$15,827
Total administrative$38,834
The Erie Neighborhood House 401(k) match · 2024
Employer contribution per active participant$905
Median for plans this size$1,313
2024$905 per active participant
2023$763 per active participant
2022$856 per active participant

Erie Neighborhood House'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 · 20243
DUBUQUE BANK & TRUST COMPANY · Recordkeeping · Loan processing$18,380
JULY BUSINESS SERVICES LLC · Recordkeepingindirect comp
FARO ADVISORY · Investment advisory (plan)$15,827

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

Recordkeeper by year2
2024DUBUQUE BANK & TRUST COMPANY, July Business Services
2023DUBUQUE BANK & TRUST COMPANY, July Business Services

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

Administrative cost history3
2024$38,834 · 0.82%
2023$29,332 · 0.74%
2022$32,760 · 0.84%
Similar plansHealth Care & Social Assistance · Illinois
The Lambs Farm, Inc. IL$4.9M · 0.07%
Challenge Unlimited Inc. IL$4.9M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363043253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.