Plan Ledger DOL Form 5500 · updated monthly

Goodwill Easter Seals Miami Valley403(b)

GOODWILL EASTER SEALS MIAMI VALLEY 403(B) PLAN · DAYTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Goodwill Easter Seals Miami Valley reported $66,829 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.72%. 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 Ohio (1,992nd of 3,295), and the 5,728th of 11,911 in health care & social assistance. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has grown from 1,278 to 1,446 since 2022.

Plan summary
Net assets, end of year$9,919,718
Participants with balances303
Active participants1,446
Employer contributions$281,336
Employee contributions$712,053
Employer contribution per active participant$195
Average account balance$32,738
Benefits paid to participants$664,792
Plan auditUnmodified (clean) audit opinion
AuditorBRADY, WARE & SCHOENFELD, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 303 accts · $281K emplr
2023$8.6M · 338 accts · $273K emplr
2022$7.2M · 324 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,829
Investment management$19,000
Total administrative$66,829
The Goodwill Easter Seals Miami Valley 401(k) match · 2024
Employer contribution per active participant$195
Median for plans this size$1,313
2024$195 per active participant
2023$197 per active participant
2022$189 per active participant

Goodwill Easter Seals Miami Valley's 2024 employer contribution ran below the $1,313 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 · 20244
DYNAMIC PENSION SERVICES, INC. · Contract administrator$21,122
TWG BENEFITS, INC.$19,474
IRONSHORE FINANCIAL, LLC$9,750
SOUND FINANCIAL INVESTMENT MGMT · Consulting$9,250

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$66,829 · 0.72%
2023$62,079 · 0.78%
2022$57,683 · 0.75%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Positive Education Program OH$10.1M · 0.13%
Luther Home of Mercy OH$10.0M · 0.00%
Eastway Corporation OH$9.9M · 0.70%
Carvaka, LLC OH$9.8M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310537112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.