Plan Ledger DOL Form 5500 · updated monthly

Jewish Social Service Agency403(b)

JEWISH SOCIAL SERVICE AGENCY 403(B) PLAN · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Jewish Social Service Agency reported $77,086 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $324 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 0.28% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 757th-largest of 1,671 plans among Maryland employers on file, and the 1,222nd of 3,341 in other services. In 2024, employees put in $9.69 for every $1.00 the employer contributed; active participation has shrunk from 506 to 406 since 2022.

Plan summary
Net assets, end of year$16,239,959
Participants with balances331
Active participants406
Employer contributions$131,395
Employee contributions$1,273,221
Employer contribution per active participant$324
Average account balance$49,063
Benefits paid to participants$1,646,626
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 331 accts · $131K emplr
2023$14.3M · 305 accts · $175K emplr
2022$12.2M · 307 accts · $166K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,086
Total administrative$77,086
Employer contributions to the Jewish Social Service Agency plan · 2024
Employer contribution per active participant$324
Median for plans this size$2,416
2024$324 per active participant
2023$438 per active participant
2022$328 per active participant

Jewish Social Service Agency'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 · 20243
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$35,220
THE PARAGON ALLIANCE GROUP LLC · Contract administrator$7,359

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$77,086 · 0.50%
2023$52,344 · 0.39%
2022$35,008 · 0.28%
Same employer
Similar plansOther Services · Maryland
American Youth Hostels Inc. MD$12.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530196598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.