Plan Ledger DOL Form 5500 · updated monthly

Guttmacher Institute401(k)

GUTTMACHER INSTITUTE RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Guttmacher Institute reported $21,324 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,400 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 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,377th-largest of 5,648 plans among New York employers on file, and the 2,786th of 11,654 in professional & technical services. In 2024, employees put in $1.02 for every $1.00 the employer contributed; active participation has grown from 118 to 140 since 2022.

Plan summary
Net assets, end of year$49,506,593
Participants with balances229
Active participants140
Employer contributions$1,456,020
Employee contributions$1,490,328
Employer contribution per active participant$10,400
Average account balance$216,186
Benefits paid to participants$2,595,058
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.5M · 229 accts · $1.5M emplr
2023$41.6M · 221 accts · $1.2M emplr
2022$34.1M · 204 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$393
Investment management$20,931
Total administrative$21,324
The Guttmacher Institute 401(k) match · 2024
Employer contribution per active participant$10,400
Median for plans this size$2,416
2024$10,400 per active participant
2023$9,365 per active participant
2022$9,879 per active participant

Guttmacher Institute'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 · 20243
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$13,995
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,937
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$393

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$21,324 · 0.05%
2023$18,681 · 0.05%
2022$17,499 · 0.04%
Same employer
Similar plansProfessional & Technical Services · New York
Hancock Estabrook, LLP NY$50.0M · 0.14%
Cubrc, Inc. NY$49.6M · 0.24%
Accordion Partners, LLC NY$48.5M · 0.20%
Klick USA Inc. NY$48.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132890727 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.