Plan Ledger DOL Form 5500 · updated monthly

Goodwill of Southwestern Pennsylvania403(b)

GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Goodwill of Southwestern Pennsylvania reported $24,778 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $117 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 0.15% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,034th of 3,651), and the 4,946th of 11,911 in health care & social assistance. In 2024, employees put in $5.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,834,114
Participants with balances763
Active participants1,275
Employer contributions$149,591
Employee contributions$879,105
Employer contribution per active participant$117
Average account balance$16,821
Benefits paid to participants$1,021,261
Plan auditUnmodified (clean) audit opinion
AuditorSCHNEIDER DOWNS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 763 accts · $150K emplr
2023$11.5M · 575 accts · $105K emplr
2022$11.8M · 411 accts · $82K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,778
Total administrative$24,778
Employer contributions to the Goodwill of Southwestern Pennsylvania plan · 2024
Employer contribution per active participant$117
Median for plans this size$2,416
2024$117 per active participant
2023$100 per active participant
2022$66 per active participant

Goodwill of Southwestern Pennsylvania'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$24,778
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)indirect comp

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$24,778 · 0.20%
2023$22,515 · 0.19%
2022$19,019 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Barc Developmental Services PA$13.0M · 0.76%
Inspiritec, Inc. PA$13.0M · 1.39%
Carson Valley Childrens Aid PA$12.9M · 0.07%
The Weston Group, Inc. PA$12.8M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251098928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.