Plan Ledger DOL Form 5500 · updated monthly

Evergreen Goodwill of Northwest Washington403(b)

EVERGREEN GOODWILL OF NORTHWEST WASHINGTON 403(B) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Evergreen Goodwill of Northwest Washington reported $94,394 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $195 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 fell from 0.72% to 0.66%. 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 850th-largest of 1,714 plans among Washington employers on file, and the 1,288th of 3,341 in other services. In 2024, employees put in $4.40 for every $1.00 the employer contributed; active participation has shrunk from 3,329 to 1,907 since 2022.

Plan summary
Net assets, end of year$14,994,320
Participants with balances587
Active participants1,907
Employer contributions$372,331
Employee contributions$1,638,379
Employer contribution per active participant$195
Average account balance$25,544
Benefits paid to participants$2,257,282
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA PC
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 587 accts · $372K emplr
2023$13.7M · 573 accts · $537K emplr
2022$13.3M · 554 accts · $512K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,611
Investment management$22,783
Total administrative$94,394
Employer contributions to the Evergreen Goodwill of Northwest Washington plan · 2024
Employer contribution per active participant$195
Median for plans this size$2,416
2024$195 per active participant
2023$267 per active participant
2022$154 per active participant

Evergreen Goodwill of Northwest Washington's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$71,611
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$22,783

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$94,394 · 0.66%
2023$98,079 · 0.73%
2022$87,016 · 0.72%
Same employer
Similar plansOther Services · Washington
Seattle Foundation WA$16.0M · 0.19%
Hopelink WA$15.0M · 0.68%
Seiu Healthcare 1199NW WA$14.0M · 0.13%
Neighborhood House, Inc. WA$13.0M · 0.13%
Grab Technology LLC WA$12.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910568708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.