Plan Ledger DOL Form 5500 · updated monthly

Helen Keller International, Inc.403(b)

HELEN KELLER INTERNATIONAL, INC. RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Helen Keller International, Inc. reported $30,944 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,173 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 0.06% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,780th-largest of 5,648 plans among New York employers on file, and the 1,179th of 3,091 in educational services. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 101 to 117 since 2022.

Plan summary
Net assets, end of year$34,500,313
Participants with balances277
Active participants117
Employer contributions$605,273
Employee contributions$1,138,077
Employer contribution per active participant$5,173
Average account balance$124,550
Benefits paid to participants$1,157,235
Plan auditUnmodified (clean) audit opinion
AuditorTAIT, WELLER & BAKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.5M · 277 accts · $605K emplr
2023$30.1M · 298 accts · $566K emplr
2022$25.4M · 294 accts · $545K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,944
Total administrative$30,944
Employer contributions to the Helen Keller International, Inc. plan · 2024
Employer contribution per active participant$5,173
Median for plans this size$2,416
2024$5,173 per active participant
2023$5,010 per active participant
2022$5,395 per active participant

Helen Keller International, Inc.'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
TIAA$31,094

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$30,944 · 0.10%
2023$24,302 · 0.09%
2022$17,065 · 0.06%
Similar plansEducational Services · New York
The Harley School NY$35.6M · 0.06%
Tpr Education, LLC NY$35.0M · 0.39%
Rippowam Cisqua School NY$34.5M · 0.19%
North Shore Hebrew Academy NY$34.4M · 0.11%
Trinity-Pawling School NY$33.7M · 0.15%
Millbrook School NY$33.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135562162 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.