Plan Ledger DOL Form 5500 · updated monthly

Evans Scholars Foundation403(b)

EVANS SCHOLARS FOUNDATION TAX DEFERRED ANNUITY RETIREMENT PLAN · GLENVIEW, IL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Evans Scholars Foundation reported $7,360 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,449 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,522nd-largest of 3,702 plans among Illinois employers on file, and the 903rd of 3,341 in other services. In 2024, the employer put in $1.37 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$24,092,030
Participants with balances127
Active participants101
Employer contributions$1,257,334
Employee contributions$917,820
Employer contribution per active participant$12,449
Average account balance$189,701
Benefits paid to participants$297,310
Plan auditDisclaimer of opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,360
Total administrative$7,360
Employer contributions to the Evans Scholars Foundation plan · 2024
Employer contribution per active participant$12,449
Median for plans this size$2,416

Evans Scholars Foundation'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 · 20241

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

Administrative cost history1
2024$7,360 · 0.03%
Similar plansOther Services · Illinois
The Chicago Community Trust IL$24.8M · 0.01%
Trinity Services Inc. IL$23.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362518129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.