Plan Ledger DOL Form 5500 · updated monthly

Island Peer Review Organization, Inc.403(b)

ISLAND PEER REVIEW ORGANIZATION, INC. TAX DEFERRED ANNUITY PLAN · LAKE SUCCESS, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

Island Peer Review Organization, Inc. reported $71,825 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. 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 0.11% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,152nd-largest of 5,648 plans among New York employers on file, and the 2,244th of 11,654 in professional & technical services. active participation has grown from 296 to 344 since 2022.

Plan summary
Net assets, end of year$63,372,376
Participants with balances450
Active participants344
Employer contributions—
Employee contributions$2,699,337
Employer contribution per active participant—
Average account balance$140,828
Benefits paid to participants$5,530,042
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.4M · 450 accts
2023$56.9M · 454 accts
2022$47.8M · 415 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,825
Total administrative$71,825
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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$71,825

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$71,825 · 0.12%
2023$62,002 · 0.12%
2022$57,286 · 0.11%
All plans at this employer2
RETIREMENT PLAN FOR EMPLOYEES OF ISLAND PEER REVIEW ORGANIZATION, INC.Money purchase plan
ISLAND PEER REVIEW ORGANIZATION, INC. TAX DEFERRED ANNUITY PLAN403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 112662689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.