Plan Ledger DOL Form 5500 · updated monthly

Opportunity International, Inc403(b)

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Opportunity International, Inc reported $63,359 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $7,983 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 0.33%. 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 1,659th-largest of 3,702 plans among Illinois employers on file, and the 1,029th of 3,341 in other services. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,789,061
Participants with balances124
Active participants67
Employer contributions$534,833
Employee contributions$777,474
Employer contribution per active participant$7,983
Average account balance$167,654
Benefits paid to participants$283,755
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 124 accts · $535K emplr
2023$17.5M · 121 accts · $511K emplr
2022$14.5M · 122 accts · $461K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,359
Total administrative$63,359
Employer contributions to the Opportunity International, Inc plan · 2024
Employer contribution per active participant$7,983
Median for plans this size$2,416
2024$7,983 per active participant
2023$7,521 per active participant
2022$7,202 per active participant

Opportunity 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$63,359
UBS FINANCIAL SERVICES INC · 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$63,359 · 0.33%
2023$52,624 · 0.33%
2022$56,357 · 0.35%
Similar plansOther Services · Illinois
Harting, Inc. IL$22.3M · 0.40%
Million Dollar Round Table IL$22.2M · 0.36%
Tawani Enterprises, Inc. IL$20.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540907624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.