Plan Ledger DOL Form 5500 · updated monthly

Renewal Inc.Money purchase plan

RENEWAL, INC. MONEY PURCHASE PENSION PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Renewal Inc. reported $54,211 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,128 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 0.520%. 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 among the smaller plans on file in Pennsylvania (2,190th of 3,651), and the 1,562nd of 3,341 in other services.

Plan summary
Net assets, end of year$11,073,151
Participants with balances343
Active participants119
Employer contributions$848,235
Employee contributions—
Employer contribution per active participant$7,128
Average account balance$32,283
Benefits paid to participants$744,712
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 343 accts · $848K emplr
2023$9.8M · 325 accts · $724K emplr
2022$8.6M · 327 accts · $763K emplr
Administrative expenses, itemized · 2024
Investment management$54,211
Total administrative$54,211
Employer contributions to the Renewal Inc. plan · 2024
Employer contribution per active participant$7,128
Median for plans this size$2,416
2024$7,128 per active participant
2023$6,578 per active participant
2022$6,754 per active participant

Renewal 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
HEFREN-TILLOTSON, INC.$54,211

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$54,211 · 0.52%
2023$49,252 · 0.54%
2022$42,399 · 0.52%
Same employer
Similar plansOther Services · Pennsylvania
D2 Asset Corp PA$11.4M · 0.08%
Jean Madeline, Inc. PA$11.4M · 0.43%
Hope International PA$11.3M · 0.04%
Assetgenie, Inc. PA$11.0M · 0.50%
Endurance Group, LLC PA$10.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251312968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.